Our Story
After spending approximately 20 years with Smith Barney and Merrill Lynch in Silicon Valley, Jennifer Davis, CFP®, founded SkyOak Capital in 2010 to create an independent advisory firm where investment management and financial planning could be approached around the individual client rather than the structure of a large financial institution.
SkyOak began in Palo Alto and later expanded to Las Vegas and Southern Oregon. Today, the firm works with individuals, families, business owners and employers across a wide range of financial circumstances serving clients nationwide and internationally.
Although SkyOak has grown and its services have expanded, the firm’s approach remains personal. Clients work directly with experienced advisors who understand their financial lives and remain involved as their needs change.
Our Areas of Expertise
SkyOak Capital provides wealth management, financial planning and specialized advisory services to individuals, families and businesses. Our advisors draw on expertise across multiple areas to help clients address their investment, planning and retirement needs.
- Private Wealth Management — Investment management, financial planning and family office services for individuals and families. View Private Wealth Management Services →
- Retirement, Tax, Estate & Insurance Planning — Comprehensive planning and guidance to help clients prepare for retirement, manage taxes, address estate and legacy goals, and evaluate insurance and asset protection needs. View Retirement, Tax, Estate and Insurance Planning Services →
- Employer Retirement Plans — Plan design, investment oversight and fiduciary services for businesses and employers. View Employer Retirement Plans →
- Self-Directed IRA Services & Administration — Guidance for investors using Self-Directed IRAs to invest in real estate, private loans, private companies, private funds and other alternative investments. View Self-Directed IRA Services →
- Managed Investment Strategies — SkyOak’s internally managed equity, ETF, tactical and income-focused strategies, designed to serve different roles within a client’s overall portfolio. View Managed Investment Strategies →
Our advisors work across these areas of expertise, allowing clients to receive guidance across multiple financial needs within the same advisory relationship. When appropriate, we also coordinate with a client’s attorneys, CPAs and other professional advisors.
What Makes SkyOak Different
SkyOak combines financial planning with hands-on investment management. Rather than separating financial advice from portfolio management, we consider how investments, retirement income, taxes, estate and legacy planning, insurance and other financial decisions work together.
Many of SkyOak’s investment strategies are managed internally, giving our advisors direct oversight of the portfolios we manage. We also maintain an open-architecture approach, allowing us to use outside managers, alternative investments and other specialized strategies when appropriate.
As an independent firm, SkyOak is not owned by or affiliated with a bank or broker-dealer. We serve as a fiduciary when providing investment advisory services and are required to act in our clients’ best interests.
Who We Work With
SkyOak works with individuals and families at many different stages of their financial lives.
Some clients come to us while building wealth or managing a growing investment portfolio. Others are preparing for retirement, creating retirement income, selling a business, managing an inheritance, navigating divorce or the loss of a spouse, relocating to another state or coordinating more complex estate and legacy decisions.
We also advise business owners and employers on company retirement plans and work with investors who use Self-Directed IRAs and alternative investments.
Our goal is not simply to manage investments, but to help clients make informed financial decisions as their lives, markets and opportunities change.
Our Team
SkyOak is intentionally structured as a boutique advisory firm. Clients work directly with
experienced professionals who are closely involved in the firm’s investment management, financial planning and specialized services.
Jennifer Davis, CFP®, Founder & CEO, founded SkyOak Capital in 2010 and has more than 35 years of wealth management experience. Jennifer leads the firm, works directly with clients and oversees SkyOak’s investment management and financial planning services.
Derek Davis, Director of Investment Strategies, has been instrumental in the development of SkyOak since its early years. He created the RAAMPS investment methodology and has played a significant role in developing the firm’s investment systems, technology and strategic direction.
Damien Rennie, Senior Wealth Advisor & Director of Employer Retirement Plans and Self-Directed IRA Services, works directly with wealth management clients and leads SkyOak’s Employer Retirement Plans and Self-Directed IRA practices from the firm’s Medford, Oregon office.
Beth Boyd, COO & Chief Compliance Officer, oversees SkyOak’s operations and compliance and plays a central role in the firm’s day-to-day operations and client service.
Additional members of SkyOak’s team support investment research, client service, operations and the firm’s specialized planning services.
Our Offices
SkyOak Capital serves clients nationwide from three locations:
Las Vegas, Nevada — Headquarters
Serving Las Vegas, Henderson, Summerlin and clients throughout Nevada.
San Francisco Bay Area
Serving clients throughout the Bay Area and California.
Medford, Oregon
Serving Medford, the Rogue Valley and clients throughout Southern Oregon.
FAQs
Questions About SkyOak Capital
Is SkyOak Capital a fiduciary?
Yes. SkyOak Capital is a registered investment advisory firm. When providing investment advisory services, we serve as a fiduciary and are required to act in our clients’ best interests.
Is SkyOak Capital fee-only or fee-based?
SkyOak Capital is a fee-based registered investment advisory firm. Advisory clients pay fees for investment management, financial planning and other advisory services, while certain insurance products offered through SkyOak’s affiliated insurance agency may provide commission-based compensation.
Who owns SkyOak Capital?
SkyOak Capital is independently owned by its founder, Jennifer Davis, CFP®. The firm is not owned by or affiliated with a bank, broker-dealer or outside parent company.
How much money do I need to work with SkyOak Capital?
SkyOak works with clients across a range of financial circumstances, and the appropriate relationship depends on the services needed. Investment management is subject to SkyOak’s applicable fee schedule and minimum annual fee, while financial planning and other specialized services may have separate fee arrangements.
Where is SkyOak Capital located?
SkyOak Capital is headquartered in Las Vegas, Nevada, with offices in Medford, Oregon, and San Francisco, California. We work with clients locally, nationwide and internationally, with meetings available in person, by phone and by video conference.
How long has SkyOak Capital been in business?
SkyOak Capital was founded by Jennifer Davis, CFP®, in Palo Alto, California, in 2010. Jennifer has more than 35 years of wealth management experience, including approximately 20 years with Smith Barney and Merrill Lynch in Silicon Valley.
Where can I review SkyOak Capital’s regulatory filings?
SkyOak Capital’s Form ADV and other regulatory information are available through the firm’s website and the SEC’s Investment Adviser Public Disclosure database.