| Oak Associates, ltd. |  | Oak Associates, ltd. is a nationally recognized growth equity investment advisor. From its founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and a focus on a long-term performance have been integral to the company’s success. The firm has managed a ‘best-ideas’ portfolio for institutional clients under a large-cap growth approach since its inception in 1985. Oak Associates expanded its institutional strategies to include a small-cap growth portfolio in 2009. The small-cap growth strategy was launched in 2005 and offered to retail investors through Oak’s family of no-load mutual funds. Oak Associates also provides health care and technology sector-specific strategies through subadvisor relationships or direct accounts. | | Visit Website | | Office Address | 3875 Embassy Parkway, Suite 250
Akron, OH, 44333 USA | | Phone | (330) 668-1234 | | Fax | (330) 668-2901 | | Executives | James D. (Jim) Oelschlager, Founder, CEO, and Chief Investment Officer | | Sandra H. Noll, Chief Compliance Officer | | Margaret L. Ballinger, Trader and Director Information Management |
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