Client Performance Report & Investment Overview

As of June 30, 2025

At 3 Oaks Partners Investment Counsel, we are committed to delivering tax-efficient, evidence-based investment strategies tailored to your long-term goals. As a fiduciary Registered Investment Adviser (RIA) operating in Florida, Texas, and Missouri, we lead with integrity, transparency, and personalized service.

This report highlights the performance of our core investment strategies as of June 30, 2025, including how each ranks within its respective Morningstar category:

Our Investment Strategies

We offer four core investment strategies to meet the diverse needs of our clients:

Secular Growth

Outperformed the Large Growth category over the last 3 years.

Top 10% ranking (90th–100th percentile), driven by strong exposure to high-growth sectors.

Dividend Growth

Delivered consistent income with strong capital appreciation in the Large Value category.

Top 10% performance over 1-year and 3-year periods.

Cyclical Growth

Solid 3-year performance in the Large Blend category (75th–90th percentile).

Short-term returns were affected by market cycles.

Digital Assets

Breakout performance with high-growth potential.

Top percentile rankings:

1-Year: 90th–100th percentile

3-Year: 99th–100th percentile

Learn More About Our Investment strategies

Our Philosophy

We believe compound growth, strategic asset allocation, and tax-smart planning are key to building generational wealth. Your portfolio is backed by rigorous research, real-time risk management, and a team that cares about your legacy—not sales quotas.

About 3 Oaks Partners

3 Oaks Partners Investment Counsel is a fee-only, independent RIA serving clients with $2 million+ in investable assets. We specialize in working with: