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Los Angeles - Investment Mgmt |
Specialties: Investment/Portfolio Management |
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Elliott HollingsworthVice President - Oakwood Capital Management LLC
Oakwood Capital Management LLC is a private firm providing wealth management services to high net worth individuals, families, retirement plans and foundations. We work closely with clients to provide them with solutions tailored to their individual needs using well researched and diversified global stock and bond portfolios.
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(310)954-8415
(310)772-2601 Fax
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1990 S. Bundy Dr.
Los Angeles, CA 90025-5244 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Investment/Portfolio Management |
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| Group |
LA1 |
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| Business Name |
Oakwood Capital Management LLC |
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| Title |
Vice President |
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| Address |
1990 S. Bundy Dr.
Suite 777
Los Angeles, CA 90025-5244
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| Work Phone |
(310)954-8415 |
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| Fax |
(310)772-2601 |
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| Web Site |
www.oakwoodcap.com |
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| Linked In |
View Profile |
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| Member 1-Sheet |
Click to view
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| Member Since |
10/2011
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Founded in 1998, Oakwood Capital Management LLC manages over half a billion dollars in client assets. We help clients reach their financial goals by providing objective investment advice, designing and implementing wealth solutions, and building long term relationships.
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Oakwood offers managed Global Portfolios using DFA Institutional Funds, exchange traded funds (ETFs) as well as actively managed municipal bond, taxable bond and equity portfolios. Various combinations of DFA Institutional Funds and actively managed stocks or bonds may also be used to create balanced portfolios that may provide the best solution for each client’s needs. Potential clients may receive a complimentary analysis of their existing investments and strategies with no obligation. We offer all our clients a high degree of personal attention, helping them reach their financial goals.
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Our clients are typically high net worth individuals, families, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401k plans, pension and profit sharing plans, Taft Hartley plans, foundations, endowments, and municipalities. Our clients value a disciplined approach to investing that includes enough flexibility to suit each client’s individual circumstances.
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Oakwood provides investment advice to a diverse clientele but mostly are in the medical and dental field, business owners, CEO and/or Presidents of businesses, women in transition, CPA’s, attorneys, engineers, credit unions, and non-profit entities. We work closely with our client’s Center of Influence – their CPA’s, Attorneys, Estate Planners, Private Bankers, Insurance professionals and other Financial Advisors.
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Main office is located in Los Angeles, California with a branch in Nevada.
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| Member 1-Sheet |
Click to view
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| Social Clubs |
Jonathan Club
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| Charities |
Kidspace, H100 for Hillsides.
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| Graduate Degrees |
Marshall School of Business - U.S.C. M.B.A
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| College Degrees |
Vanderbilt University B.S. Political Science
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Speaking/Teaching
Experience |
Seminars on fixed income investing.
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