A CFP® professional shall at all times place the interest of the client ahead of his or her own
Adherence to our moral and ethical principles of putting the client first.
Clear, understandable fee schedule. Full disclosure of our compensation.
We are not influenced or controlled by outside forces in our investment decisions.
The SkyOak Capital division provides investment management, comprehensive financial planning, and financial consultation to its clients through our: Certified Financial Planner (CFP ®), Certified Financial Fiduciary (CFF ®), a financial advisor and/or our Chief Investment Officer.
SkyOak-Corporate Services group is your one stop shop for risk mitigation, commercial insurance and Retirement plan advisory services. It’s not just important for your company’s employee benefits package to attract and retain the very best in your industry, it is essential.
Through its’ relationship with RAAMPS® SkyOak offers a proven, high performing, risk averse, non-emotional AI driven algorithmic signaling program. Tactically by capturing most if not all of a particular stock’s upside while limiting the downside capture ratio by going into cash during corrections we have found exceptional alpha while taking less risk.
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