Asset Management / Financial Planning

OAKK is a mid sized company with a solid track record;

Combines professional asset management (Vanguard, Blackrock, Northern Trust and other funds) with knowledge of your trusted advisor about your financial position, goals, horizon and risk attitude

Comprehensive intake & periodical monitoring of your portfolio

Transparant & cost efficient Asset Management

Sustainability is integrated in OAKK’s investment policy

A mortgage loan is almost always backbone for your financial planning. But it is better to deal with your financial challenges by means of an integrated all in financial plan, in which all components come together.

We can setup a plan that you can use as your financial guideline in order to realize your financial goals and to intervene timely if you are not “on track” any more. Fill out the blanks and we will contact you to help you with your plans.