Corporate Philosophy:
STEELOAKS: THE RIGHT CHOICE, THE RIGHT REASON
- Dedication: We are dedicated to helping our clients meet their individual investment objectives in ways that focus on their own needs and preferences.
- Education: At STEELOAKS we are committed to: knowing all we can about our clients investment needs.
- keeping abreast of the fast changing Investment Management Industry environment and its effect on Asset Planning.
- Cooperation: Clients choose STEELOAKS because we:
- develop a shared perspective with our clients.
- work together as a team to achieve common goals.
- know that client-partnership improves the work we do and client satisfaction with our services
- Innovation: At STEELOAKS we pride ourselves on
- developing innovative solutions that are practical, efficient and cost effective.
- Consistency: Our investment strategy is uncomplicated, understandable, and dynamic in providing results. We:
- guarantee our stock selection processes are consistently followed and free from individual bias.
- utilize up to five in-house enhancement techniques specifically designed to meet or exceed the investment objectives and goals of our clients, regardless of size.
- designed the STEELOAKS Investment Strategies and Enhancements so they may be used separately or blended to meet the investment objectives of our clients.
- Dependability: STEELOAKS investment strategies are designed with the goal of providing our clients with:
- consistency
- down market protection
- excellent upside performance, and
- low management fees