Northern Oak prides itself on the level of service and communication that it provides to its clients. We develop close working relationships to offer the highest level of service and attention. Our professionals are always available for consultation. We maintain ongoing contact with our clients via standard mail, e-mail, meetings and phone conversations.
We provide quarterly valuations, performance statistics and meaningful benchmark comparisons. Additional detail, such as purchases and sales, realized gains and losses, and even custom reports are available depending upon client needs.
Northern Oak Capital Management
250 East Wisconsin Ave, Suite 1200
Milwaukee, WI 53202
CONTACT: David Becker
PHONE: 414-278-0590
TOLL-FREE: 888-283-1884
FAX: 414-278-1294
EMAIL: dbecker@northern-oak.com