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Mission


Our mission: improve our clients' lives by organizing and optimizing their finances.

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Mission


Our mission: improve our clients' lives by organizing and optimizing their finances.

Learn More

The Three Oaks Approach

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Organize

We start by getting your financial life in order and gaining a shared understanding of what success looks like to you.  Together we assess strengths & vulnerabilities, and develop a strategy to reach your long term objectives.
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Execute

We help you make consistently smart decisions and avoid pitfalls along your personal path to success.  We help grow and protect your wealth through sound investment management, and help you stay on track for the long haul.
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Enjoy

Our support gives you the freedom to explore your passions, with the peace of mind that your finances are best positioned for your ideal future.  We stay committed to your best interests while you're out enjoying your life.
 

Three Oaks Capital Management, LLC is a Registered Investment Adviser in the States of Oregon and California.  Prior to any advisory work conducted outside these states, Three Oaks Capital Management, LLC would become registered in that jurisdiction or qualify for an exemption or exclusion to registration.

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Financial Planning


Financial Planning

Financial Planning


Financial Planning

 
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We help our clients make consistently smart financial decisions to help them live their best life.

 
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Investment Management


Investment Management

Investment Management


Investment Management

 
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We manage money by employing a consistent investment philosophy that combines modern academic theory with institutional experience.

 
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Retirement Plan Services


Retirement Plan Services

Retirement Plan Services


Retirement Plan Services

 
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We help businesses build streamlined and effective retirement plans for their employees.