Our Process
Beliefs-driven. Relationship-centered. Built to serve the mission of every institution we partner with.
Four Movements
Our process begins with understanding an organization’s mission and flows from there into allocation, selection, and transparent reporting.
Mission Understanding
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.
Risk Minimization
We minimize risk through thoughtful asset allocation, constructing a portfolio architecture that supports your mission across market cycles and time horizons.
Manager Selection
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.
Transparent Reporting
We report performance transparently and continually adjust — ensuring your portfolio remains faithfully aligned with the mission God has called your institution to fulfill.
Three Disciplines
Asset allocation is the most important decision we make — the way we seek to limit downside risk while meeting ministry spending goals.
Our structure as an independent firm, along with the relationships we have developed, gives us access to a wide variety of ethical, transparent managers.
Because you can’t expect what you don’t inspect, we have invested heavily in tools and platforms that let us report broadly and narrowly against a variety of benchmarks.
Oak City holds CEFEX certification from the Centre for Fiduciary Excellence — verified through independent, third-party annual monitoring — an assurance that our process meets a rigorous global standard of fiduciary care.
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Ready to build an investment process that flows from your mission? Let’s talk.
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