Three Oaks Capital
Three Oaks Capital Management is a registered investment advisory (RIA) firm, founded in 2014 by Grant Bledsoe. Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we offer financial planning and investment management services.
Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, as a registered investment advisory firm Three Oaks has a legal obligation to act in a fiduciary capacity. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, he held positions at both Smith Barney and American Express (now Ameriprise Financial).
Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.
In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers, he enjoys exploring hiking trails in the Sierra Nevada mountains with his wife, chasing around his son Ben, and avidly following the Seattle Mariners.
Wife Megan, Infant Son Ben
Anchor Steam (Brewed in San Francisco)
Red Hot Chili Peppers
Favorite Ice Cream:
Favorite Ski Run:
Tie: Blue Sky Basin (Vail, CO), Upper Traverse (Girdwood, AK)
I knew from a young age that I wanted to start a business. My dad was an attorney and owned his own firm. My grandfather was a dentist, and then opened a dry cleaning business once he retired. It's not easy, but the entrepreneurial experience can be rewarding and is something I've always been drawn to.
It took me a long time to narrow my focus though, and like many people I had a ton of jobs throughout my high school and college years. I had a paper route, a lawn mowing business, sold knives, installed office furniture, tutored, worked at a sporting goods store, apprenticed with an electrician, and even waited tables at Chili's. Not too glamorous, but great experience for a young person.
As I progressed through college and business school, I became drawn to economics and finance. I've always been interested in math, and am fascinated with the quantitative and psychological balance throughout the markets. Once I graduated, I sent my resume around and started interviewing at investment firms. Eventually I got a great offer and would up at Charles Schwab.
My time at Schwab was a wonderful learning experience and I worked on a tremendous team. But ultimately, I wanted to steer my career toward helping other professionals and business owners. Founding a firm was the best route for me to work with the people I wanted to serve in a genuine way. So, in 2014 I resigned from my job and launched Three Oaks Capital Management.
John brings a wealth of experience to Three Oaks Capital. After a long and successful career as part owner of a forest products company, John broke into the financial industry as an advisor with Merrill Lynch in 2000. Since then John has spent time serving as a fee-only advisor and fiduciary in several different roles, including working with small business owners in a 401(k) retirement plan management firm, and as a personal retirement planner & investment manager in the Vancouver Washington area.
John is both a CERTIFIED FINANCIAL PLANNER™ and Chartered Mutual Fund Counselor (CMFC). He also holds a B.S. from from Michigan Technological University, where he graduated with honors.
John and his wife are the proud parents of two adult children, and have survived to see them both become successful college graduates. Away from work they both enjoy exploring and hiking the mountains of the Pacific Northwest and watching the wildlife of the Columbia Gorge National Scenic Area.
Favorite Weekend Passions:
Car shows, exploring new Portland neighborhoods and eateries
Favorite Day Hikes:
Beacon Rock (State Park, WA), Vernal Falls (Yosemite NP, CA)
Most Admired Performer:
Homemade chocolate chip cookies, book sales
As a 21-year old impressionable college graduate, I learned an old-fashioned "handshake business" working in downtown Chicago at the headquarters of a national lumber company. Shipping truckloads across the continent, I learned that integrity and personal trust were all-important. “Your word is your bond” was the daily mantra in this role.
Newly married, the promise of warm, sunny winters soon lured us to California. I became more entrepreneurial and ultimately earned an ownership opportunity to start a new lumber division. Over time this venture evolved into a successful specialty manufacturing company with over a dozen employees. As the years rolled by, the lessons I learned in Chicago proved to be the bedrock of any of my future success.
As a young adult, finance and investing were a complete mystery to me. Inspired in our thirties, my wife and I cobbled together bits and pieces of money from various accounts, ran down to the local bank branch, and breathlessly opened our first IRA with $2,000. It was everything we had. We were so excited! We officially became savers/investors.
Over time my confidence grew, and a little while later I decided to invest a $5,000 bonus on my own, thinking I could do better than bank interest. I was initially far too conservative, but had begun the lifelong process of learning about what it meant to put money at risk. I continue to add to that bank of knowledge, and now enjoy passing on some of what I've learned so others can benefit from my experience.