Our Firm: A Legacy of Trust and Expertise
At 3 Oaks Partners, we are committed to providing personalized, fiduciary-focused investment advisory and wealth management services. Founded with the vision of delivering long-term value and creating meaningful relationships, we focus on strategies that align with our clients' goals, while ensuring complete transparency, integrity, and active management. With over 25 years of industry experience, we have built a reputation for delivering strong, risk-adjusted returns. Our clients trust us to help them grow and protect their wealth through a personalized, active investment strategy designed to meet their unique needs.
Our Investment Philosophy
We believe in high active share and low turnover, combining concentrated investments and high conviction strategies to achieve superior long-term results. Our approach focuses on quality over quantity, seeking opportunities that deliver resilience and consistent performance even in fluctuating market conditions.
Key Principles:
Long-Term Focus: Building wealth with patience and discipline.
Active Management: Adapting to market conditions while capitalizing on emerging trends.
Transparency & Trust: We place the interests of our clients first, ensuring complete clarity in every decision.
Fiduciary Responsibility: As fiduciaries, we are obligated to act in your best interests at all times.
Our Team: Experienced, Dedicated, Trustworthy
Greg Newman
Founder & Chief Investment Officer
With over 25+ years in investment management, Greg brings a wealth of experience in both institutional and high-net-worth wealth management. Before founding 3 Oaks Partners, Greg worked at leading financial institutions, including Northern Trust and PNC. Driven by a passion for creating personalized investment solutions, Greg founded TOPIC to offer a more client-centric, disciplined approach to investment management.
Key Principles:
Active Share
Management
Tax-Optimized
Investment Strategies
Portfolio Construction
& Risk Management
Why Choose 3 Oaks Partners?
At 3 Oaks Partners, we take a personalized approach to investment management, ensuring that our strategies are designed around your unique financial goals. Here’s why clients trust us:
Proven Track Record
Our investment strategies have consistently outperformed market benchmarks.
Experienced Team
Our team brings a wealth of knowledge from leading financial institutions and a deep commitment to client success.
Fiduciary Duty
We act in your best interest at all times, ensuring complete transparency and ethical management of your wealth.
Client-Centered Approach
We act in your best interest at all times, ensuring complete transparency and ethical management of your wealth.
Tailored Investment Strategies
We create portfolios aligned with your long-term objectives.
Our Investment Strategies
We offer four core investment strategies to meet the diverse needs of our clients:
Secular Growth
We create portfolios aligned with your long-term objectives.
Dividend Growth
Focused on consistent dividend growth companies with proven business models.
Cyclical Growth
Leveraging market cycles to optimize growth in sectors that thrive during economic upturns.
Crypto$
Capitalizing on high-growth opportunities in cryptocurrencies and blockchain technology.
Each strategy is actively managed to align with your financial objectives, ensuring that your investments are optimized for growth, income, and resilience.
Our Commitment to You
At 3 Oaks Partners, we are not just an investment firm—we are your trusted partner in building long-term wealth. Our commitment is to provide personalized service, active management, and proven strategies that empower you to achieve your financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your family’s legacy, we are here to help guide you every step of the way.
Explore how we can help you achieve your financial goals with a strategy tailored to your needs.
