OAK Partners - Valparaiso

Our investment philosophy is an academically based, risk-managed approach designed to benefit our client. Our investment services include: risk management, portfolio rebalancing, case-specific support as well as advanced investment market research.WHAT MAKES US DIFFERENT? PASSION:We have boundless enthusiasm and love for our work.COMMITMENT:We have the emotional and intellectual commitment to help you reach your goals.TRUST:We earn this distinction from clients' total confidence in our ability, integrity, and our character. We always strive to exceed our clients' expectations.RESPECT:We treat our clients, and each other with respect. We regard each client relationship as a special privilege. We always do what is right for our clients.OUR BELIEFS:We believe helping clients reach their goals requires that we have the depth of knowledge and expertise to effectively coordinate their total financial and life goals.

HistoryThe business name - Treehouse Financial is the result of summer vacations from school, being in the woods and building a treehouse. The fun was being with friends and building something. It was the journey as much as it was the end result. We enjoy building business success and share that passion with our clients and their businesses.SpecialtiesWe specialize in helping small and medium sized businesses achieve financial success. We assist them in defining their business vision, make sure all their strategies are consistent with their vision, develop a scorecard, and perform regular reviews to compare the scorecard against their financial performance. We help business owners stay on target to meet their profit objectives. We have unique financial models to assist the decision making process. We become part of the business owners support team.