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Los Angeles - Investment Mgmt |
Specialties: Wealth Management & Separately Managed Portfolios |
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Bruce A. MandelPresident & Chief Executive Officer - OAKWOOD CAPITAL MANAGEMENT LLC
Oakwood is a private wealth management firm serving high net worth individuals, families, foundations & retirement plans. We work closely with clients to build the best strategy for long-term success. We provide them with flexible, innovative & trustworthy advice, comprising investment management, wealth planning, trust & personal affairs management with exemplary personalized service. Separately managed global stock & bond portfolios. Researched & well diversified solutions for peace of mind.
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(310)772-2600
(310)772-2601 Fax
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1990 South Bundy Drive
Los Angeles, CA 90025-5240 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Wealth Management & Separately Managed Portfolios |
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| Group |
BH1 [EC] |
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| Business Name |
OAKWOOD CAPITAL MANAGEMENT LLC |
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| Title |
President & Chief Executive Officer |
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| Address |
1990 South Bundy Drive
Suite 777
Los Angeles, CA 90025-5240
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| Work Phone |
(310)772-2600 |
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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 Since |
1/2012
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Founded in 1998 with two decades of prior history, Oakwood Capital Management manages over half a billion dollars in client assets helping clients make wise decisions that will guide them towards achieving their financial goals for their immediate concerns and future peace of mind. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without any conflicts of interest.
Oakwood offers managed Global Portfolios utilizing DFA Institutional Funds & ETF's. Also, we have a specialization in actively managed Tax-exempt Municipal Bonds & Taxable Bond Portfolios as well as individual Stock Portfolios.
Ideal clients have minimum investable assets of $1,000,000.
Bruce is an excellent client-relations practitioner, drawing on a wide-ranging network of constituents. He is knowledgeable in providing comprehensive financial advisory services and investment management. Technically skilled in assessing and designing viable and robust investment strategies and solutions by market strata.
More than half of Oakwood's staff of 15 people has worked together for over 23 years.
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Comprehensive Wealth and Investment Management building customized, solution-based, investment portfolios to meet coordinated financial goals. Our clients enjoy investment and wealth management free from conflicts of interest.
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.
Our potential client's may experience a complimentary thorough analysis of their existing investments and strategies with no obligation - a second set of eyes.
Our clients value personal attention and a disciplined, fee only approach to their wealth and retirement strategies.
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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.
We also work effectively with entrepreneurs, entertainers and their business managers.
Our client's value a disciplined approach to investing that includes enough flexibility to suit each client’s individual circumstances.
Ideal Oakwood client’s desire separately managed and custom tailored investment portfolios with ongoing hands on working relationship that involves discussions and solutions for their entire financial picture.
The majority of Oakwood clients were referred by existng clients and their other trusted advisors.
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Oakwood provides investment advice to a diverse clientele of high net worth people with many in the medical and dental field, business owners, CEO and 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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| Social Clubs |
UCLA Alumni Association
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| Charities |
Water Buffalo Club - Board of Directors
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| Graduate Degrees |
Southwestern University School of Law - Juris Doctorate
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| College Degrees |
UCLA - Bachelors of Arts in Political Science
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Speaking/Teaching
Experience |
Prolific speaker and writer on investing & financial markets.
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| Organizations |
Los Angeles Society of Financial Analysts
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