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INSTITUTIONAL INVESTORS

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The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information is directed at informing persons falling within one or more of the following categories:

  • Oak Associates, ltd. institutional separate account clients
  • A government, local authority or public authority
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results and holdings are subject to change.

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Contact Us

Oak Associates, ltd. Contact Information

Sarah Hill

Institutional Representative

Phone 330-819-3308 |

Fax 330-668-2901 |

Email [email protected]

Headquarters
3800 Embassy Pkwy.
Suite 310
Akron, OH 44333

Oak Associates Phone
330-668-1234

For Media Inquiries
Oak Associates, ltd.
330-668-1234

Oak Associates Funds Contact Information

Mutual Fund Shareholder Services
Phone: 1-888-462-5386
M-F | 8:00 a.m. – 6:00 p.m. ET

Regular Mail
Oak Associates Funds
P.O. Box 46707
Cincinnati, OH
45246-0707

Overnight Mail
Oak Associates Funds
c/o Ultimus Fund Solutions
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246

Headquarters
3800 Embassy Pkwy.
Suite 310
Akron, OH 44333

Oak Associates Phone
330-668-1234

For Media Inquiries
Oak Associates, ltd.
330-668-1234

Oak Associates Funds Contact Information

Sarah Hill

Director of Distribution & Advisor Relations

Phone 330-819-3308 |

Fax 330-668-2901 |

Email [email protected]

Headquarters
3800 Embassy Pkwy.
Suite 310
Akron, OH 44333

Oak Associates Phone
330-668-1234

Mutual Fund Shareholder Services
Phone: 1-888-462-5386
M-F | 8:00 a.m. – 6:00 p.m. ET

Overnight Mail
Oak Associates Funds
c/o Ultimus Fund Solutions
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246

Regular Mail
Oak Associates Funds
P.O. Box 46707
Cincinnati, OH
45246-0707

For Media Inquiries
Oak Associates, ltd.
330-668-1234

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