Blue Oak Capital is lean by design: an RIA with $700 million in AUM operated by only two partners and no employees. The team maintains a laser-like focus on client relationships by making deliberate technology investments that re-imagine traditionally human resource intensive back-office infrastructure and by exercising discipline in growth and practice management decisions. In the webinar, you’ll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount.
Join us for this 60-minute webinar to learn:
- How automated reconciliation, report building and reporting gives the partners more time for being proactive
- How they’re using tech daily to model and track portfolio drift and respond to questions about client portfolios
- Why flexibility and customization helps them manage sophisticated portfolios and clients on a global scale
Please join to learn how Blue Oak Capital is achieving industry-leading efficiency metrics.
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Matthew Kenaston
Partner
Blue Oak Capital
Molly Lynn
Head of RIA, Account Management
Addepar
Matt Saunders - Moderator
Product Marketing Manager
Addepar
Davis Janowski - Host
Technology Editor
WealthManagement.com