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Welcome
Sterling Oak Advisors is a full-service Registered Investment Advisor in Boston, Massachusetts and a Fiduciary to our clients.
 Our firm uses a defined five step approach to create customized investment plans and portfolios for our clients. We will work directly with you in designing an Investment Policy Statement which reflects your needs and will be the basis of a strategy suited to your financial goals.
We specialize in consulting with high net worth individuals and families, Trusts, Retirement Plans, Foundations, Endowments, Corporations and Institutions.
We monitor the portfolio for risk characteristics and performance so you don't have to, and keep you involved in the process as we manage and rebalance the portfolio to ensure we stay focused on your needs.
As a Registered Investment Advisor, Sterling Oak Advisors engages in
- customized asset allocation and portfolio construction
- investment manager evaluation, selection and monitoring
- retirement plan consulting on an individual and corporate level
- audit, analysis and evaluation of portfolios and Investment Managers for relative performance, risk, style adherence, cost and quality.
The company's founder Brian O'Connor has been servicing the investment community nationally for 25 years and was recently highlighted in Forbes Magazine.
Sterling Oak Advisors can and will utilize all assets classes ranging from U.S., International and Emerging Market Stocks, Bonds, Real Estate, Precious Metals, Commodities, Structured Notes and various Currencies. We are firm believers in the advantages of dynamic asset allocation and will rebalance portfolios as the risk-reward relationship of asset classes evolve.
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