Focus On What You Can Control

At Oakbridge Partners, we construct portfolios by applying the following principles:

  • Create an investment plan to fit your needs, risk tolerance, and financial plan
  • Diversify globally across multiple asset classes
  • Manage expenses, turnover and taxes
  • Stay disciplined and not overreact to market dips and swings

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Asset Allocation

  • Does your portfolio generally go up when the market is up and generally go down when the market is down?
  • Do you own stocks and bonds of companies only based in the United States?
  • Do you not own bonds because stocks typically have higher returns?

If you answered YES to any of these questions, then your portfolio may not be properly diversified. You never know which market segments or asset classes will outperform from year to year. We believe that by holding a globally diversified portfolio, you are well positioned to seek returns wherever & whenever they occur.

In US dollars. US Large Cap is the S&P 500 Index. US Large Cap Value is the Russell 1000 Value Index. US Small Cap is the Russell 2000 Index. US Small Cap Value is the Russell 2000 Value Index. US Real Estate is the Dow Jones US Select REIT Index. International Large Cap Value is the MSCI World ex USA Value Index (gross dividends). International Small Cap Value is the MSCI World ex USA Small Cap Value Index (gross dividends). Emerging Markets is the MSCI Emerging Markets Index (gross dividends). Five-Year US Government Fixed is the Bloomberg Barclays US TIPS Index 1–5 Years. S&P and Dow Jones data © 2018 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved. Frank Russell Company is the source and owner of the trademarks, service marks, and copyrights related to the Russell Indexes. MSCI data © MSCI 2018, all rights reserved. Bloomberg Barclays data provided by Bloomberg. Chart is for illustrative purposes only. Indices are not available for direct investment. Their performance does not reflect the expenses associated with the management of an actual portfolio. Past performance is not a guarantee of future results. Diversification does not eliminate the risk of market loss.

Investment Selection

  • Should I pick stocks and try to outguess the market or just buy the entire market?
  • What is the difference between Active & Passive investing?
  • How does OBP design a portfolio?

Many investors tie themselves in knots trying to figure out the best way to invest. The investment landscape has radically changed over the past few decades. Thirty years ago, over 80% of trades within US stocks were done by individuals. Now, over 80% of the trades within US stocks are done by institutions, armed with far superior data and resources than any one person trying to trade from their home computer.

At Oakbridge Partners, we look at the various investment markets independently with the goal of constructing a globally diversified portfolio in accordance with your tolerance for risk while striving to meet your goals & objectives. Our portfolios include both Passive and Active investment vehicles.

Typically, our portfolios include investments from Dimensional Fund Advisors (DFA), ETFs, as well as Actively Managed Mutual Funds. While we believe in keeping costs low, we utilize Active Fund Managers we believe should provide outperformance relative to their passive counterparts.

We have access to institutional resources such as Charles Schwab, Morningstar and Ned Davis research that help guide us to construct the right portfolio for you.

Source: Dimensional Fund Advisors; Relative price is measured by the price-to-book ratio; value stocks are those with lower price-to-book ratios. Profitability is a measure of current profitability, based on information from individual companies’ income statements.

Investment Psychology

  • Should I add more money to stocks because the market is going up?
  • The market went down today, is it time to sell?
  • Is your goal to beat the market or to ensure the success of your financial plan?

People often struggle to separate their emotions from investing. Markets fluctuate, but by reacting to current market conditions you may make poor investment decisions. Daily market news and commentary can challenge your investment discipline. Some intend to create anxiety, others want to sell you the latest investment product. While mindful of short-term news & market movements, we focus on our discipline, maintain a long-term perspective and try to help you attain your financial goals.

Source: Dimensional Fund Advisors

Frequently Asked Questions

ABOUT INVESTMENT MANAGEMENT

  • How do I know my tolerance for risk?
  • What's the difference between active and passive investing?
  • Who is DFA?
  • What is your fee?