Investment Strategies 

Custom investment strategies designed from academic financial research. 

We do not stock pick. Many advances in portfolio management derive from academic research. Investing is a science. The best way to design a growing portfolio is by using a mixture of rigorous academic and scientific research, with professional experience. 

 

We translate historical financial research into a current working investment solution for you. We want you to make informed decisions on investment strategies and feel right about your plan.

Investing is a Science 

When studying professional money managers trying to outperform the market, research showed that trying to outguess the market is not efficient. ​

 

However, when relying on academic research on Equity and Fixed Income dimensions you can pursue higher expected returns by structuring your portfolio around these dimensions. 

Equities

Market

Equity Premium- 

Stocks vs bonds 

Company Size 

Small cap premium- 

small vs large companies 

Fixed Income 

Term

Term Premium- longer vs. 

shorter maturity bonds

Credit 

Credit Premium- lower vs. 

higher credit qualiy bonds

Relative Price 

Value premium- value

vs growth companies 

Profitability 

Profitability premium- high vs low profitability companies 

History shows that you can’t time stock returns. To capture the market’s historical premiums, you have to be patient.

Focusing on what you can control can lead to a better investment experience. Click Here for your guide on Seven Principles of Long-Term Investing

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Crista Moreno. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. 

 

 

Copyright 2018 Blue Oak Wealth Management 

 

 

Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/ SPIC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity. 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.”

 

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Contact

Blue Oak Wealth Management 

Office: (559) 326-2583

Fax: (559) 326-2584

 

7110 North Fresno Street Suite 200 

Fresno, CA 93720 

 

aaron@blueoakwm.com

 

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