Instiutional Insight.
Personal Partnership.
We’re former Wall Street professionals providing high-touch, transparent, investment advisory services for families and individuals who expect more. We bring a depth and breadth of knowledge to the investment advisory space that makes us unique.
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We are not just another wealth advisor. ​
Institutional Experience
Two decades on Wall Street - insights that go beyond headlines.
Customized Strategies
Handpicked investment vehicles make up portfolios tailored to you - not off the shelf allocations.
Transparent Fees
Straightforward compensation model and no hidden fees; just alignment with your goals.
Our Approach
At Oak Stream, we blend institutional strategy with a personalized advisory experience tailored for every individual, family, and professional we service.
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We take the time to understand your full financial picture — goals, risk tolerance, and life priorities — before creating an investment strategy that aligns with your long-term plan.
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Portfolios are constructed using low-cost, diversified ETFs to provide efficient exposure across asset classes, factors, and global markets. Our approach combines factor-based diversification—capturing drivers like value, quality, momentum, and size—with risk-aware allocation that adapts to changing market conditions. We also employ thematic investing by identifying long term trends that shape the economy and markets; portfolios are crafted that align with those themes while balancing risk and opportunity.
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Each portfolio is customized to the client’s risk tolerance, time horizon, and goals—whether that’s generating steady income, pursuing long-term growth, or balancing the two. By emphasizing cost efficiency, disciplined rebalancing, and thoughtful diversification, we aim to deliver consistent, risk-adjusted returns over time.
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Our clients appreciate having an advisor who is proactive, transparent, and accessible — not just during market volatility, but throughout every phase of their financial life.
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WHAT OUR CLIENTS SAY
I have known Bradley Banken for a long time, and my wife and I had great confidence in turning our portfolio over to his care. Brad is extremely knowledgeable and took the time to thoroughly understand our investment goals and clearly communicated his approach to reaching those goals. The communication with Oak Stream has been wonderful. Brad reaches out to us on a regular basis to check in and we find their quarterly newsletter very informative. We could not be happier with Oak Stream Investments and highly recommend them!
- T.A., Client
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success
From the Desk Of
Oak Stream Advisors
Our quarterly insights decode market headlines and highlight the real signals that matter to investors but more importantly, are impactful to our portfolios.
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Our thematic pieces take a deeper dive into the research and thought process behind our 'thematic' positions.​
