Fondren Oaks Capital Management, LLC is a registered investment advisory firm. We serve individuals with long-term financial planning and portfolio management services, and we serve small businesses with 401(k) advisory services.
Why Fondren Oaks
Focus on Clients’ Specific Needs
Fondren Oaks seeks first to determine our clients’ financial goals, and then provide an appropriate investment plan to meet those goals. We strive to generate superior risk-adjusted returns with our investments to help preserve and grow our clients’ wealth.
Financial Planning
As part of our service offering, we offer in-depth financial planning services. This process includes reviewing clients’ current financial condition, insurance coverage, estate plans, education savings and retirement plans. We use industry leading financial planning software to provide future projections and scenarios, and use that information to help our clients implement plans to meet their goals.
Thoughtful Investment Philosophy
Fondren Oaks employs a sophisticated, endowment-like approach to asset allocation and diversification1 from sub-advisors, mutual funds, ETFs and other liquid products. We consider global macroeconomic factors that may impact performance, analyze scenarios that may occur and diversify across asset classes, regions and sectors. We have a bias towards value investing, and shape our investment selection process accordingly.
Client Service
Fondren Oaks’ boutique offering is intentionally structured to serve our clients as fiduciaries and provide service that is fair, transparent and properly incentivized.
1Neither asset allocation nor diversification nor diversification guarantee against a loss in a declining market. They are methods used to help manage investment risk.
