Three Oaks Capital Management
Three Oaks Capital Management is a fee-only registered investment advisory (RIA) firm, founded in 2014 by Grant Bledsoe. Our mission is to help our clients live their best lives by organizing and optimizing their finances. To accomplish this mission we offer financial planning and investment management services, including the management of qualified retirement plans.
Three Oaks Capital is a fee-only firm. This means that we're only compensated by our clients directly, and never through commissions or kickbacks. Additionally, we're legally bound to act in our clients' best interests as fiduciaries 100% of the time. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.
Grant Bledsoe, CFA, CFP®
Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.
Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also both 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, toddler son Ben
Red Hot Chili Peppers
Favorite Ski Runs:
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 ran the family 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 young 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, worked at a sporting goods store, apprenticed as 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 wound 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 more directly. Founding a firm was the best route for me to work the people I wanted to serve in a truly genuine way. So, in 2014 I resigned and launched Three Oaks Capital Management.