West Oak Capital provides investment management services to wealthy families, foundations and institutions.
West Oak Capital is an investment advisory firm registered with the Securities and Exchange Commission pursuant o the Investment Advisers Act of 1940. The firm provides separate account management for equity, balanced and fixed income portfolios. Founded in 2003, West Oak Capital provides highly personalized, attentive service, with a focus on constructing a disciplined investment program to help each client meet their specific financial goals.
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