Our Firm: A Legacy of Trust and Expertise

3 Oaks Partners is a fee-only fiduciary firm built to give a small group of families direct access to experienced, institutional-quality advice, planning, and investment management. Everything starts with your goals. We own the very same portfolio holdings we recommend and we are paid for advice rather than product sales, so our interests sit on the same side of the table as yours.

With more than 25 years of institutional and private investment experience behind it, the firm is built around a simple idea: you work directly with the person who manages your money, and that person invests his own capital in the same strategies. The approach is disciplined and high-conviction, with a focus on risk management, tax efficiency, and long-term compounding.

Our Investment Philosophy

We run concentrated, high-conviction portfolios with high active share and low turnover. Rather than owning a little of everything, we focus on quality: durable businesses with real pricing power, strong balance sheets, and participation in the most powerful secular trends. The goal is resilience across market cycles, not benchmark-hugging.

Key Principles

Long-Term Focus

Building wealth with patience and discipline.

Active Management

High active share and genuine conviction, concentrated in durable secular leaders.

Transparency & Trust

We place the interests of our clients first, ensuring complete clarity in every decision.

Fiduciary Responsibility

As a fee-only fiduciary, we act in your best interest at all times. No commissions, no product sales.

Our Team: Experienced, Dedicated, Trustworthy

Greg Newman

Greg Newman CFA, CIMA

Founder & Chief Investment Officer

Greg founded 3 Oaks Partners after more than two decades managing money inside large institutions. At Northern Trust Asset Management he led a large-cap growth strategy and built the firm’s thematic growth investment process, managing more than $1 billion. At Sabal Trust he led the Dividend Growth strategy, also managing more than $1 billion. At PNC Institutional Asset Management he served as an institutional Outsourced Chief Investment Officer (OCIO) for foundations, endowments, nonprofits, hospitals, corporations, and retirement trusts, overseeing more than $500 million. 

3 Oaks Partners began as a private family office, built to run his own capital the way he had run institutional money for twenty-five years. He now does that same work for fewer than fifty families, with one difference that matters: you work with the person who actually manages your money, and he owns what he recommends.

Justin Wai

Justin Wai CFA, CAIA

Senior Portfolio Manager

Justin Wai, CFA, CAIA, brings deep expertise in equity research, dividend growth, and low-volatility, deep-value investing. He co-managed dividend growth portfolios alongside Greg at Sabal Trust and continued there for five years after. Justin’s disciplined, capital-preservation approach is a deliberate complement to Greg’s high-conviction growth process, giving clients two independent investment lenses rather than one. He also provides the firm’s continuity of care, so your relationship is never dependent on a single person.

Why Choose 3 Oaks Partners?

At 3 Oaks Partners, we take a personalized approach to investment management, ensuring that our strategies align with your specific financial goals.

Skin in the Game

We invest our own personal capital in the same strategies we recommend, so we sit on the same side of the table as you.

Experienced Team

Our team brings a wealth of knowledge from leading financial institutions and a deep commitment to client success.

Fiduciary Duty

As a fee-only fiduciary, we act in your best interest at all times. No commissions, no product sales.

Client-Centered Approach

Your goals drive every decision we make. We build lasting relationships rooted in trust.

Tailored Investment Strategies

We create portfolios aligned with your long-term objectives.

Our Investment Strategies

Each portfolio is built from distinct strategy sleeves, blended to fit your goals, income needs, and comfort with risk. See how each one works and how we combine them.

Explore our investment strategies

Our Commitment to You

3 Oaks Partners is more than an investment firm. We are the steward of what you have built, and the person managing your money is the person you will actually talk to. Let’s see whether we are a fit.

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