Company Overview

We believe that following a rigorous and consistent investment discipline is the best way to produce superior investment results over time.

Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC.  We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage the comparative advantages through Discipline, People and Risk Management.

Discipline

We believe that following a rigorous and consistent investment discipline is the best way to produce superior investment results over time.

People

We believe that effective implementation of our investment strategies depends upon the quality of our people – their industry experience, ability to innovate and work together as a team.

Risk Management

We believe that risk management needs to be an integral part of our investment process in order to produce consistent, sustainable investment results for our clients.

History

The firm was originally formed in 2009 and has steadily grown through our tailored approach toward working with clients. We believe our independent, collaborative, and disciplined philosophy to asset management and planning allows us to be innovative and thorough, producing consistent results over time.

The firm is supported by a world-class network of prominent local and national leaders.  These industry leaders are minority investors in Queens Oak and provide the firm with significant management resources and expertise.