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The Oak site and content is for educational use. Individuals should consult an investment advisor before making any investment decisions.

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INSTITUTIONAL INVESTORS

By clicking “Accept” below, you agree that you have read and acknowledged the terms detailed below. You also confirm that you are an institutional investor or a consultant to institutional investors and wish to proceed.

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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Start Investing

There are 3 ways to invest in Oak Associates Funds

Our Shareholder Services Team is here to help you at any time. Please call us at 888-462-5386 if you would like assistance in opening an account.

Online

Before setting up an online account, you will need:

  • Social Security Number (SSN)
  • Bank account information (found on a check or savings deposit slip)
  • Email address
  • Minimum investment ($1,000 with a monthly Automatic Investment Plan)

You might also need:

For an IRA

  • Beneficiary’s name and address

For UGMA/UTMA

  • Minor’s SSN
  • Minor’s address
  • Custodian/Responsible adult’s SSN
  • Custodian/Responsible adult’s address
Open An Account Online

Mail

To open an account by mail:

  • Download, complete and mail your account application materials
Non-Retirement Application
Retirement Application
College Savings Account
  • Request an investor kit be mailed directly to you

Mail your completed application, along with a check payable to Oak Associates Funds, to the address below. Your account will be established once your forms are complete and your check is received in good order.

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

Overnight:
Oak Associates Funds
225 Pictoria Drive, Suite 450
Cincinnati, Ohio 45246

Financial Advisor

If you would like help navigating your investment options and choosing the Oak Associates Funds best suited to your long-term investment goals, please contact your financial advisor.

Oak Associates Funds can be purchased through financial advisors or third parties.

If you are a financial advisor and would like more information about our funds, please reach out to our Director of Distribution & Advisor Relations, Sarah Hill, at 330-819-3308 or [email protected]

Non-Retirement Accounts

Individual

A regular taxable account for investors 18 years and older registered in one person’s name.

Minimum investment to open an account
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

Joint

A taxable account owned equally by 2 or more individuals and subject to the rights of survivorship.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

Uniform Gift / Transfer to Minor

(UGMA/UTMA)

A taxable account funded by an irrevocable financial Gift/transfer to a Minor and controlled by a custodian (adult) until the child reaches the age of maturity.
The adult’s state of residence dictates the type of account you can open as well as the age of maturity.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

Additional resource
Learn more about UGMA/UTMA accounts

Trust

Investment accounts opened by an established trust.

Minimum investment
$2,000 for any Fund. Subsequent investments must be at least $25.

Corporate

Investments accounts opened by an established corporation.
Be sure to include the name of the corporation or other entity on your application, as well as the taxpayer identification number. A corporate resolution that identifies individuals authorized to conduct transactions on this account is also required.

Minimum investment
$2,000 for any Fund. Subsequent investments must be at least $25.

Retirement Accounts

Traditional IRA

An Individual Retirement Account (IRA) in which all savings are tax-deferred.
Contributions may be tax-deductible, depending on your income level and whether or not you are part of an employer-sponsored plan.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

Roth IRA

An Individual Retirement Account (IRA) that is funded with post-tax income.
Earnings on contributions and future withdrawals are tax-free. Additionally, you are not required to begin taking minimum distributions after a certain age.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

SEP IRA

A company-funded retirement plan where employers can make deductible contributions directly into accounts established for employees.
Who uses them

  • Self-employed individuals
  • Small businesses

Investments accumulate tax-deferred, and contributions can vary each year because there is no required annual contribution. Contribution limits are higher than a Traditional or Roth IRA.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

Education Savings Account

Coverdell Education Savings Account (CESA)

A CESA provides the potential for tax-free investment growth when you use the account to pay for a child’s qualified education expenses. This includes primary, secondary and higher education costs.
A child under age 18 is named as beneficiary on the account, with a parent or legal guardian named as the responsible individual.
Although the account is in the child’s name, the parent or guardian named as the account’s responsible individual controls the account until all of its assets are withdrawn. No contributions may be made after the child turns 18, but the account can remain open until the beneficiary turns 30.

Minimum annual contribution
You may invest up to $2,000 per child per year

Withdrawals from an Education Savings Account are free from federal income taxes as long as they are used to cover costs associated with qualified education expenses such as tuition, books, fees and supplies.

Minimum investment
$2,000 per Fund (or $1,000 with a monthly Automatic Investment Plan)

More detailed information regarding Coverdell Education Savings Accounts is available in our Coverdell Education Savings Account Information Booklet.