I am  an Individual Investor
My Oak Account

Dual-Concentrated Strategies for the Long-Term Investor

Choose your role:

Financial Professionals Individual Investors Institutional Investors

I certify that I am a Financial Professional, representing clients at a Broker/Dealer, RIA or other financial firm and am looking for information, insights or investments for my clients.

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

Accept

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.

Accept

Stephanie SanMiguel

Administrator

23

Years Experience

4

Years with Oak

Experience

Rejoining the Oak Team in 2021, Stephanie brings over 20 years Administrative, IT and Project Management experience including an 18-month contract with the Oak Team from 2015 to 2016. As Office Administrator, she provides support to all members and departments of the Oak Team, as well as website platform management.

Education

Stephanie earned her BS in Organizational Leadership Studies from Fort Hays State University.

Professional Designations

Stephanie is a Microsoft Certified Solutions Associate (MCSA).

Back To Team