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\f0\fs24 \cf0 # One Oak Capital Management, LLC\
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> One Oak Capital Management is a New York-based, SEC-registered investment adviser founded in 2013, specializing in municipal bond separately managed accounts (SMAs) and alternative credit strategies. The firm is headquartered at 287 Bowman Avenue, Purchase, NY 10577. One Oak provides institutional-grade fixed-income solutions for accredited and qualified investors, with a focus on tax-advantaged income, total return, and disciplined portfolio risk management.\
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One Oak captures value opportunities in the investment-grade municipal and corporate bond markets through an actively managed approach integrated with a disciplined risk management framework. The firm claims compliance with Global Investment Performance Standards (GIPS) and has been independently verified for the periods 2019 through 2022. One Oak's strategies have received multiple Zephyr PSN Top Gun awards for top-performing returns in the PSN Municipal, Intermediate Maturity, and US Fixed Income universes.\
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Key contacts:\
- Stephen DiTursi, CEO & Chief Investment Officer: sditursi@oneoakcapitalmgmt.com\
- Phone: 914-205-5821\
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## About the Firm\
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- [Our Firm \'97 Leadership Team](https://www.oneoakcapitalmgmt.com/leadership): Profiles of One Oak's leadership including CEO & CIO Stephen DiTursi, Senior Portfolio Manager Neil Crabb, Portfolio Manager Michael DiTursi, and Director of Client Relations Joanne Pellicane\
- [Advisory Board](https://www.oneoakcapitalmgmt.com/advisory-board): Advisory board members Andrew Formato (President of Weeden Prime Services) and John McNiff, providing business, economic, operational, and strategic insights\
- [Our Vision](https://www.oneoakcapitalmgmt.com/our-vision): The firm's philosophy on continuous risk management, income generation, and multi-asset-class fixed income portfolio construction\
- [Risk Management](https://www.oneoakcapitalmgmt.com/municipal-bond-sma-risk-management): Overview of One Oak's risk management policies, systems, and governance framework for assessing and mitigating portfolio risk\
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## SMA Strategies\
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- [SMA Strategies Overview](https://www.oneoakcapitalmgmt.com/municipal-bond-sma-strategies): Overview of One Oak's separately managed account offerings\
- [Enhanced Municipal Portfolio](https://www.oneoakcapitalmgmt.com/sma-strategies/tax-advantaged-total-return-sma-strategies): A laddered, actively managed tax-advantaged strategy consisting of diversified, high credit quality municipal bonds designed for investors seeking tax-advantaged income. Morningstar 5-star rated. PSN Top Gun award winner.\
- [Enhanced Short-Duration Municipal Portfolio](https://www.oneoakcapitalmgmt.com/sma-strategies/enhanced-short-duration-municipal): A short-duration, strategically managed municipal strategy with high credit quality bonds for investors seeking low volatility and attractive tax-advantaged yields. Morningstar 3-star rated.\
- [Enhanced Taxable Municipal Portfolio](https://www.oneoakcapitalmgmt.com/sma-strategies/taxable-total-return-sma-strategies): A taxable total return strategy combining municipal and corporate bonds seeking attractive taxable income and total return. Morningstar 3-star rated. Multiple PSN Top Gun awards across Municipal, Intermediate Maturity, and US Fixed Income universes.\
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## Alternative Credit Strategy\
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- [Municipal Opportunities Portfolio](https://www.oneoakcapitalmgmt.com/alternative-credit-strategies/municipal-opportunities-fund): An absolute return hedge fund strategy focused on relative value opportunities in the municipal market. Seeks low volatility and returns uncorrelated to traditional fixed income. Available to qualified clients only.\
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## Investor Information\
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- [Personal Investor](https://www.oneoakcapitalmgmt.com/personal-investor): Information for individual accredited investors on One Oak's fixed-income solutions, account opening, and portfolio review services\
- [Contact Us](https://www.oneoakcapitalmgmt.com/contact-us): Contact form and information for inquiries\
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## Market Insights\
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- [Market Insights](https://www.oneoakcapitalmgmt.com/market-insights): One Oak's market commentary and investment perspectives\
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## Legal & Compliance\
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- [Privacy Policy](https://www.oneoakcapitalmgmt.com/privacy-policy): One Oak's privacy policy\
- [Form CRS](https://cdn.prod.website-files.com/60d0e8f105ecf441ac056cfd/67f5930366850dc134c8d1d4_One-Oak-CRS-Form-march-2025.pdf): Client Relationship Summary (Form CRS)\
- [Disclosures and Licensing](https://www.oneoakcapitalmgmt.com/disclosures-licensing): Regulatory disclosures and licensing information}