Stone Oak Capital

Stone Oak Capital LLC offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Stone Oak Capital creates an Investment Policy Statement for each client, which outlines the client’s current situation and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. Stone Oak Capital generally limits its investment advice to fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.