Our Story
In 2022 we founded Oak Stream Investment Advisors to creatively challenge the existing investment advisory model by offering high-touch investment advisory services backed by industry professionals with transparent fees.
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We are a fee only investment advisor, providing financial planning, investment management, and wealth management services for the benefit of professionals, entrepreneurs, individuals, and generations of families.
This endeavor was born out of a desire to bring deep market knowledge, institutional experience, and advanced understanding of investment products to the everyday investor. We enjoy keeping an independent thought process and business model with the regulatory backing, technology infrastructure, and back-office support from Cambridge Research Invesment Advisors, Inc. a Corporate Registered Investment Advisor.
Brad Banken
Owner and Investment Advisor Representative
After a 15+ year career on Wall Street trading equity securities at a number of large banks, Brad knew he could create a platform that would employ his expertise and abilities to help the retail client. Through this platform he brings sophisticated investment strategies and personalized financial guidance directly to the everyday investor.
As an industry veteran with comprehensive insight on risk management, factor models, and fundamental research, he is able to utilize an active management strategy to opportunistically take advantage of market conditions, both proactively and defensively. Brad prides himself on building long term relationships with clients and educating them on his strategy and portfolio, empowering them to make the best decisions to meet their goals.
Allison Banken
Owner and COO
Through her career, Allison wore multiple hats in market data, client services, operations, and trading. She focuses on the day-to-day operations, client services, and non-advisory duties, allowing Brad to maintain laser focus on the markets and strategy. Her approach is centered around finding the most effective solutions to meet each client's unique needs. By prioritizing client satisfaction and fostering a responsive and supportive environment, she aims to build lasting relationships and exceed client expectations at every touchpoint.