Privacy Statement

Click here to view Oak Value's Privacy Policy Notice. Oak Value takes privacy concerns very seriously. Any non-public personal information submitted through this website maintained by Oak Value will be downloaded into a secure, password protected file. Access to that information and the files in which it's contained will be provided only to employees and agents of Oak Value that need to have access to such information for business purposes. We utilize personal information only to provide you better service. We do not share data with any outside party, other than those directly involved in providing the services described above to you as requested, for commercial or other purposes. This information will be used solely to improve your experience with us. We will also allow you a frequent and convenient method to discontinue electronic communication at your option via an "unsubscribe" option both here on our site and attached to our periodic communications.
 

The bulk of the assets clients have entrusted to Oak Value are managed in separate account portfolios. We began managing private accounts for individuals and institutions using the value investment principles on which our firm was founded back in 1986. Oak Value has also managed one mutual fund guided by a similar philosophy since 1993.

Minimum sizes for separate account portfolios begin at $2 million for individual accounts and $5 million for institutional accounts. If you are interested in this service and want to learn more about investing with Oak Value, please complete and submit the form below.

Mailing Address:
Oak Value Capital Management, Inc.
3100 Tower Boulevard, Suite 700
Durham, North Carolina 27707

Phone: 800-680-4199 or 919-419-1900

Marketing and Client Services

Please complete this contact form; we will respond shortly. Because information submitted on this form is not encrypted, please do not include any sensitive or nonpublic personal information such as account numbers or social security numbers.

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