Shepherding Gospel-driven endowments, foundations, and family offices through an investment process that reflects the hope we share in Christ.
“Our daily work can be a calling only if it is reconceived as God’s assignment to serve others.” — Tim Keller
Founded in Raleigh, North Carolina in 2012, Oak City Investment Consulting encourages Gospel-driven institutions by helping them develop, implement, and maintain an investment process that reflects the hope we share in Jesus Christ.
Concentrated capital is one of the tools that God uses to bless the world. We partner with institutions to shepherd that capital with wisdom, excellence, and redemptive purpose.
Read our story →These beliefs do not merely describe what we do — they define how we think about capital, stewardship, and our role in God’s redemptive work.
God is the owner of all assets. He graciously allows us to participate as shepherds of his assets, and we trust him with the results of our investment decisions.
The world operates best the way God originally designed it. Brokenness is the result of sin, but he will ultimately restore his original design — and lets us participate in that restoration.
Concentrated capital is one of the tools God uses to bless the world. We shepherd capital toward companies, funds, and deals that help restore our neighbors’ broken relationships with God and one another.
Financial return and redemptive impact are not mutually exclusive. Institutions can have as much influence through their investments as through the spending of the return itself.
More than a catchphrase — it is a description of how our beliefs drive our process and our relationships with every institution we serve.
We partner with leadership teams as investment consultant or outsourced chief investment officer.
Providing bespoke investment guidance for multi-generational stewardship of family wealth.
Transparent performance reporting and asset class consulting for institutions at any stage.
Beliefs-driven. Relationship-centered. Built to serve the mission of every institution we partner with.
We begin with understanding — and sometimes helping define — an organization’s mission. Your investment process should flow directly from who you are and why you exist.
We minimize risk through thoughtful asset allocation, constructing a portfolio architecture that supports your mission across market cycles and time horizons.
We select managers who invest in ways that honor and bless our neighbors — companies, funds, and deals aligned with both financial excellence and redemptive purpose.
We report performance transparently and continually adjust — ensuring your portfolio remains faithfully aligned with the mission God has called your institution to fulfill.
“God never intended for us to simply be the objects of his love. We are also called to be the instruments of that love to others.”— Paul David Tripp
We help endowments steward capital across generations, supporting the missions of churches, universities, and nonprofit institutions.
Faith-driven foundations trust us to align their investment portfolios with the Kingdom work they are called to advance.
We serve multi-generational families seeking to deploy their wealth as an instrument of God’s love, not merely as a store of value.
Reflections on faith, finance, and faithful stewardship — written for the institutions we serve.
On the accelerating pace of technology, the discipline of patience, and what a long time horizon asks of an institutional investor.
Read →Three figures in finance and the enduring lessons they left behind for the way we view the art and science of investing.
Read →A turning of the calendar, a moment to reconsider what concentrated capital is ultimately for.
Read →Nearly fifty years of combined experience in institutional investing — with roots in banking, accounting, venture capital, and ministry.
Whether you’re a foundation, endowment, or family office seeking a partner who shares your convictions — we would love to hear from you.
Start a ConversationP.O. Box 841
Wake Forest, NC 27588