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institutional investments and

non-profits

Oakford Park Capital professionals have a long history of providing professional Investment Management Services to Institutional Investors and Non-Profit Organizations.

Oakford Park Capital Professionals have experience with Institutional Investment accounts, Taft-Hartley Retirement, Defined Benefit Pension Plans, University & College Endowment Funds, Hospital & Health Care Funds, and Small Non-Profit Agency Accounts.  

The firm offers traditional Equity and Fixed-Income Management for clients, with a particular product targeted at Non-Profits and Retirement Plans that may be sensitive to downside market corrections, by hedging those portfolios with out-of-the-money options for large corrections and "black-swan" type events.  Losses of principal can be difficult for Non-Profits that rely on donations and contributions and hurt relations with their donors.  Please contact us today for details in institutional and non-profit investment portfolios for your organization.

Institutional Investors are directed to view the Firm ADV and ADV Part II on the Useful Links Page.

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