Passion For Investing

Focused On Delivering High Quality Portfolios With Repeatable And Transparent Returns For Our Clients.

“Every Year Better”

About Us

Each member of the team is highly accomplished and shares a personal passion for investing. It is that passion that leads to cohesiveness among us, enabling us to work efficiently and effectively together.

View Our Team

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News

Whether we are in the news or making the news, keep up-to-date on the latest from Oak Ridge Investments and download our press releases and articles.

Quarterly Commentary Q1 2025

As we reflect on the first quarter of 2025, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

Quarterly Commentary Q4 2024

As we reflect on the fourth quarter of 2024, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

Quarterly Commentary Q3 2024

As we reflect on the third quarter of 2024, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

Quarterly Commentary Q2 2024

As we reflect on the second quarter of 2024, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

Quarterly Commentary Q1 2024

As we reflect on the first quarter of 2024, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

Quarterly Commentary Q4 2023

As we reflect on the fourth quarter of 2023, we are pleased to share our insights into the developments that shaped this period and their implications for the investment portfolios. These letters aim to provide clarity on how recent events impacted our investments and the outlook ahead. Thank you for your continued…

The Oak Ridge Philosophy

Empowering your financial journey with expertise and tailored solutions

THE GOAL

We aim to deliver select, actively managed strategies you can stay comfortably invested in, regardless of market conditions.

THE IDEA

We believe earnings growth, teamed with strong fundamentals and reasonable valuation, is the primary determinant of long-term stock price appreciation.

THE PREMISE

We assess potential investments with a critical eye for :

Competitive positioning
Financial strength
Management capability

Learn Our Philosophy

Your Path to Growth

Investment Opportunities

Our SMA strategies are designed to capture growth based on earnings quality, proven competitive advantages, and reasonable valuation. We consider these factors to be the underpinnings of success – the kind of success that is unlikely to disappear overnight.

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Frequently Asked Questions

What type of products does Oak Ridge Investments offer?
We currently offer 5 high quality equity strategies which are All Cap Growth, Large Cap Growth, Mid Cap Growth, Small Cap Growth and Dividend growth. All 5 of these strategies are offered in Separately Managed Account (SMA) and Unified Managed Account (UMA) formats.
How do I invest with Oak Ridge?
One would call their financial advisor to see if Oak Ridge’s investment strategies are correct for your investment profile and goals as well as understand if we are offered on the platform where your assets are held. If you do not have an advisor, you would need to see if our products are offered on your platform and understand if we line up with your investment goals and risk profile.
What are SMAs and UMAs?
A Separately Managed Account (SMA) is a professionally managed investment portfolio tailored to the specific financial goals, risk tolerance, and preferences of an individual investor. Unlike mutual funds or ETFs, where assets are pooled, SMA investors directly own the underlying securities in their accounts, offering greater transparency and control over their investments.

A Unified Managed Account (UMA) is a professionally managed investment account that consolidates multiple investment strategies and assets classes into a single account. It is designed to streamline portfolio management, enhance transparency, and simplify administrative tasks for investors, particularly high-net-worth individuals.
What differentiates Oak Ridge from other managers?
Oak Ridge is a boutique investment management firm with a strict adherence to our investment process. We believe it is extremely important to foster closer relationships with our clients by providing more individualized attention and continuity. We prioritize a disciplined and research-driven approach to investing while avoiding many bureaucratic constraints often seen in larger firms. Our employees are the majority shareholders in our firm, this drives each member to continually enhance Oak Ridge, ultimately creating greater long term success and sustainability.
Does Oak Ridge employ financial advisors?
No, we do not have any financial advisors that we employ.