Question 1

What areas does SkyOak Capital serve?

Accepted Answer

SkyOak Capital serves Henderson, Summerlin, Las Vegas, and the entire Southern Nevada Region, as well as Medford, Oregon and San Francisco & Newport Beach, California.

Question 2

What services does SkyOak Capital offer?

Accepted Answer

SkyOak Capital offers a range of services, including private wealth management, investment management, financial planning and consulting, family office services, asset protection, self-directed IRAs and specialty assets, and corporate services such as risk mitigation and commercial insurances.

Question 3

What are the key principles that guide SkyOak Capital's approach?

Accepted Answer

SkyOak Capital's approach is guided by the principles of being a fiduciary, adhering to high moral and ethical standards, and maintaining transparency with clients through a clear and understandable fee schedule and full disclosure of compensation.

Question 4

How is SkyOak Capital independent in its investment decisions?

Accepted Answer

SkyOak Capital is an independent firm that is not influenced or controlled by outside forces in its investment decisions, allowing it to act solely in the best interests of its clients.

Question 5

What is SkyOak Capital's client-focused priority?

Accepted Answer

SkyOak Capital's highest priority is its clients' performance, and the firm is dedicated to listening, consulting, and caring for its clients to ensure their needs are met.

SkyOak

Company Overview

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About SkyOak

Frequently Asked Questions about SkyOak

What areas does SkyOak Capital serve?

What services does SkyOak Capital offer?

What are the key principles that guide SkyOak Capital's approach?

How is SkyOak Capital independent in its investment decisions?

What is SkyOak Capital's client-focused priority?

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