Products & Services

SteelOaks Investment Process Allocator Pro I & II Strategies

STRATEGY ENHANCEMENTS

Universe Enhancement – Portfolios are well diversified accross a wide spectrum of industry classifications and market capitalization ranges in both domestic and international markets.
Weighted Enhancement – Invests according to our proprietary weighting in our Blue Chip Strategy, along with our pre-selected all cap blend equity holdings.
Portfolio Allocation Enhancement - Invest 100% in the weighted enhanced selection using our proprietary allocation to our blue chip strategy and/or ETF’s within our pre-established minimum/maximum ranges.
Portfolio Rebalancing – On an annual basis each client portfolio is rebalanced repeating the above process.

SteelOaks Blue Chip

STRATEGY ENHANCEMENTS

Universe Enhancement – Portfolios are diversified in American Companies that offer superior opportunities for long term capital appreciation.
Weighted Enhancement – Invests in thirty-(30) stocks using SteelOaks proprietary percentage weighting of each stock.
Portfolio Allocation Enhancement - Invest 100% in our thirty-(30) weighted enhanced selections using SteelOaks proprietary allocation weighting to each stock.
Portfolio Rebalancing – On an annual basis each client portfolio is rebalanced repeating the above process.

SteelOaks Value Strategy

STRATEGY ENHANCEMENTS

Universe Enhancement – Portfolios are well diversified across a wide spectrum of market capitalization ranges in lower priced higher dividend yielding equity holdings.
Weighted Enhancement – Invests in thirty four-(34) equity holdings using our proprietary percentage weighting of each equity.
Dividend Yield Enhancement – Identifies the highest dividend yielding stocks.
Price Enhancement – Identifies the lowest priced stocks.
Portfolio Allocation Enhancement – Invests in our weighted, price, and dividend yield enhancements.
Portfolio Rebalancing- On an annual basis each client portfolio is rebalanced repeating the above process.

Defined Contribution Services

PENSION, 401-(k), PROFIT SHARING

SteelOaks and our plan administrator work together to provide complete state of the art administrative and investment services.

ADMINISTRATIVE

State of the art participant recordkeeping
Education and Enrollment materials
On-site enrollments sessions
24 Hour Internet and phone access
Participant service rep. available for personal assistance 7:00 a.m. to 5:00 p.m. E.S.T.
5500 Filings
Automated loan processing if permitted by plan
Automated tracking of new employees for enrollment purposes
Participant statements on demand
On staff ERISA attorneys
Daily valuation available, if desired
Monthly, Quarterly, Semi-annual and annual employee statements mailed within 10-15 days
Customized 401(k) plans website

INVESTMENTS

COMMUNICATIONS & REPORTING