Oak Trust

Experienced proven advisors

Advisor Bill of Rights

Long term relationships are built on professional expertise and service excellence. We respect the trust you have built with our mutual client and value the experience and expertise you bring to the relationship. We are willingly accountable for our service to you and our client. In all our dealings, we promise to:

Always act in the best interests of our mutual client. We will not allow our interests to conflict with those of our clients.

Respect your opinions and expertise in your area of professional practice

Only accept assignments within our areas of expertise

Act with professionalism and discretion, treating all aspects of our relationship in the strictest confidence

Clearly demonstrate that we value the contribution you make to the relationship

Exceed your expectations for timeliness and quality of our work as we carry out our duties, prepare reports and implement decisions

Set our fees relative to the complexity and magnitude of our duties and explain them in advance

We will continually monitor our performance against these promises and welcome your suggestions on how we can improve.

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