Innovative Investment Solutions

Tap Into Our Solutions

One focus, diverse perspectives.  At One Oak, our disciplined portfolio construction is our hallmark. We provide investors with an array of innovative fixed-income investment solutions that span investment styles and segments.

Municipal Opportunities Portfolios


Enhanced Taxable Municipal Portfolio


Enhanced Tax-Free Municipal Portfolio


How does your portfolio stack up?

Get a fixed income portfolio review that will assess a portfolio’s current sensitivity to both interest rate and credit risks.

The portfolios are limited to accredited or qualified investors only as defined under SEC Rule 501 of Regulation D. For more information regarding the investments on this page, including fees, expenses and risks, please read the offering documents carefully before investing.