This Page May Surprise You.

Oakwood Advisory Isn’t limited to the same “menu” of investments, not by a long shot.

A long time ago, we realized that most every financial advisor offered the nearly identical basic investment products. Sure, their usage of those products and the way they mix them differ, but fundamentally, when the stock market falls, the vast majority of clients will feel it in pretty similar ways.

So, we jumped off the road and found a landscape that is completely new. We believe in a mix of traditional alternative and uncommon approaches to investing. Our goal is to make sure that enough of your money is not correlated to the markets to allow for you to live in peace no matter what the economic analysts are telling you is going wrong in the world.

Traditional Investments

Traditional investments are what most investors consider when they think of investing in the stock market and using a financial advisor. The typical investments investors are most familiar with include stocks, bonds, mutual funds, and exchange traded funds. These are investments you will typically find in a 401k or brokerage account with one of the larger custodians.


-Ownership in Public Companies: For example, investing in large companies such as Walmart, Exxon Mobil, and IBM

-Liquidity: The ability to move to cash or withdraw funds in a short period of time is highly attractive to investors

-Diversification: Being able to use mutual funds to diversify across many stocks
International Investing: The ability to invest internationally in foreign companies

-Low Minimums: The ability to start investing with little money

Possible Negatives

-Highly Correlated: With our economy becoming more and more integrated with technology and companies expanding abroad, the correlation of markets is fairly high.

-Volatility: Because markets are highly liquid, when the markets do drop in value, investors trade based on emotion and therefore, markets can be more volatile.

-Institutions: Markets are actively traded. If a stock or fund is owned by a larger institution, that stock or fund could move up or down if a large institution decides to make a change in their investment strategy.

Alternative Investing

A Private Approach to
Uncommon Investing.

Alternative or “uncommon” Investments

Our definition of alternative, non-traditional, un-ordinary, uncommon investments is investing in an asset class other than stocks, bonds, cash, and mutual funds. The ultimate goal of investing in the uncommon space is to provide non-correlated asset diversification to one’s portfolio while reducing overall risk. Below are some examples of alternatives.

Real Estate:

Student Housing
Mobile Home Parks
Retail Shopping Centers
Single Family Rental Homes


Working Interest in Oil
Natural Gas Royalties


Gold and Silver


Private Equity
Hedge Funds
Managed Futures
Venture Capital
Life Settlements

Secured Debt:

Hard Money
Equipment Leasing
Asset Back Lending

What’s Right for You?

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