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, a CERTIFIED FINANCIAL PLANNER™, and an AIF® designee. 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 Oregon's hiking trails with his wife and infant son 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.