One Oak Holdings operates as OneWell and specializes in providing comprehensive Outsourced Chief Investment Officer services for endowments, foundations, family offices, and other institutional organizations, as well as high-net-worth individuals. One Oak manages investment strategies, asset allocations, manager selection, due diligence, governance, compliance, and reporting. The firm emphasizes independent and unbiased advice with a low client-to-advisor ratio. Services are offered on both a discretionary and non-discretionary basis, incorporating various methods of analysis such as charting, cyclical, fundamental, quantitative, and technical analysis, alongside modern portfolio theory. In addition to investment management, One Oak offers financial consulting, risk management, alternative investments, and educational seminars. The firm also serves as the investment adviser to an affiliated private equity fund, OneWell LMM PE Fund I, LP, and may recommend it to qualified clients when suitable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable at the firm's discretion. Clients may also pay additional fees if participating in a sub-advisory program.