Mighty Oak Strong America Investment Company

Overview

Mighty Oak Strong America Investment Company is an independent, SEC-registered registered investment adviser organized as a corporation and active since 2015. The firm is owned by an individual and positions itself as a capital allocator that serves both individuals/families and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing and hourly charges. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser. An industry recognition listed for the firm is inclusion on a FA Magazine Top RIA Firms list in 2020.

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Investments & Alternatives

Location & Offices