Meet the Team
Bull Oak Capital provides portfolio management services and custom financial plans for working professionals in the southern California region and across the U.S. We are a fee-only Registered Investment Advisory firm that acts as a fiduciary for our clients.
At our firm, our primary focus is providing our clients with the best possible experience, and Altruist is the platform that enables us to achieve this goal.
Understand that Bull Oak Capital is a completely independent firm. We are not owned by a bank, an insurance company, are any other entity. We are free to choose to partner with any custodian firm. We chose to partner with Altruist because it is a modern custodian exclusively built for investment advisors, enabling us to quickly open and fund accounts online with no paperwork.
▶︎ Unlike other well-known custodial firms, Altruist doesn’t have competing conflicts of interest, investment products, or require larger cash balances to generate revenue for the custodian.
▶︎ Altruist is an SEC-registered broker-dealer, a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Federal Deposit Insurance Corporation (FDIC). You can learn more about Altruist coverage here.
▶︎ Through our partnership with Altruist, clients have access to real-time performance, portfolio characteristics, and important tax and account documents at any time.
Click here for more information about Bull Oak Capital and Altruist
“Delivering the best possible experience to our clients is our top priority, and we recognize the critical role of the custodial relationship with our advisors. As fiduciaries, we are committed to acting in our clients’ best interests, and Altruist supports us in achieving that goal.”
— Ryan A. Hughes, Founder