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Oak City Consulting

EST. AUM
$1,431,568,150

CONTACTS
16

CLIENT ACCOUNTS
336

Firm Details

Metro area Raleigh
CRD Number 162220
Website oakcityconsulting.com
Client types

Overview

Oak City Consulting's purpose is to provide institutional investment consulting to Christian foundations, endowments, and families by submitting to proper stewardship, practicing humility, and being good servants to its clients. Its aim is to guide an institution's portfolio to align with their Christian worldview. Oak City Consulting strives to provide best in class services to create true institutional quality in the delivery of asset allocation, manager selection, custody services, performance reporting, due diligence, and investment policy review. Ross Roggensack came out of the Greystone team. He runs a small consulting practice and has looked at real assets, farmland, and really unique idiosyncratic ideas. He is considered another diamond in the rough, and he could provide intel into what is going on in the consulting community in the area.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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