Northern
Oak prides itself on the level of service and communication
that it provides to its clients. We believe these are
two of the elements that are essential to the success
and longevity of an investment counsel firm. More importantly,
it builds trust with our clients.
To this end, we develop
close client 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.
We also believe it is important
for our clients, prospective clients and others we
work in collaboration with (accountants, attorneys,
brokerage relationships, etc.) to know how we, as an
organization, are viewing current economic conditions
including the potential implications for the financial
markets going forward. Our quarterly economic and market
analysis is entitled “Market Commentary” and it attempts to comment on timely issues. Each of the commentaries since December 31, 2008 is contained in PDF format below:
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"Why
2011 is Not 2008"
Fourth Quarter, 2011 |
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"The
European Debt Crisis – Real or Perceived
Economic Threat?"
Third Quarter, 2011 |
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"US
Fiscal Policy at a Crossroads"
Second Quarter, 2011 |
|
"Globalization:
A Current Perspective"
First Quarter, 2011 |
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"Economy
Sluggish, Corporate Profits Standout"
Fourth Quarter, 2010 |
|
"DoubleÐip
Recession Fears Are Overdone"
Third Quarter, 2010 |
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"Stock
Market Up 73% from 2009 Lows. What Equity Areas
Continue to Represent Good Long-Term Investment
Value?"
Introducing Equity Based Income Portfolio
Second Quarter, 2010 |
|
"What
a Difference a Year Makes"
The Last Decade and Implications for the Next
Ten Years
First Quarter, 2010 |
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"Dow
Hits 10,000 – Where Next?"
Fourth Quarter, 2009 |
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"What's
Next: Inflation or Deflation?"
Third Quarter, 2009 |
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"The
Beginning of an Economic Recovery"
Second Quarter, 2009 |
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"The Current Recession versus The Great Depression"
First Quarter, 2009
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