Northern Oak Capital Management, Inc. (NOCM) offers two primary equity based strategies which encompass long-term capital appreciation and long-term capital appreciation with an income bias. Both of these portfolios are individually managed, as are all of our client accounts (versus a fund approach), which gives us the ability to customize portfolios to individual client needs. Both of these products can be designed to be “stand alone” portfolios or adjuncts to a broader client investment strategy. Please see Equity Strategy for more information.

NOCM also offers portfolios that encompass fixed income strategies that focus on capital preservation and cash flow. For a variety of reasons, these strategies are even more tailored to each of our clients. Please see Fixed Income Strategy for more information.

In addition, NOCM offers specialized portfolios involving Real Estate and International securities.