Why Partner with Us?

Choosing One Oak means partnering with a financial services provider that combines excellence, transparency, and community alignment. We offer a robust, end-to-end solution designed to help organizations make a lasting impact while meeting the highest standards in OCIO services.

1. Core Tenets of Trust, Transparency, and Alignment with Community Values

• Transparency: We believe in complete transparency, from our fee structures to our investment strategies. Clients have access to all relevant information about their endowment’s performance and the decision-making process.

• Community Alignment: Our solutions cater specifically to the needs and values of faith-based and nonprofit organizations, offering investment options that meet ethical standards, including shariah compliance.

• Legitimacy and Accountability: With stringent compliance and accountability controls, we ensure that every decision and action aligns with best practices and the highest regulatory standards.

2. Advanced Technology and Digital Access Points

• Comprehensive Digital Platform: 1 Oak’s platform provides clients with real-time access to their endowment’s performance, donor information, and investment reports, enhancing transparency and engagement.

• Donor-Facing Portals: Our donor portal allows endowment contributors to see the impact of their contributions, boosting trust and engagement with detailed insights.

• Integration Capabilities: Our technology integrates with other tools, creating an ecosystem that supports the organization’s broader fundraising and donor management goals.

3. Proactive Communication and Updates

• Regular Reporting and Touchpoints: We keep our clients informed with consistent, proactive updates, ensuring they’re always aware of how their endowment is performing.

• Customized Communication: We provide reports and insights tailored to each endowment’s specific goals and community needs, fostering a collaborative partnership.

• Dedicated Onboarding and Client Success Partner: Each client has a dedicated partner who assists with setup, addresses questions, and ensures that everything runs smoothly.

4. Excellence in Investment and Portfolio Management

• Best-in-Class Investment Options: We bring top-tier asset classes and strategies to our clients, from public equities to private markets, enabling access to diverse, shariah-compliant investment opportunities.

• Superior Portfolio Construction and Asset Allocation: Our institutional-grade expertise enables us to construct portfolios that maximize returns within each client’s risk tolerance, aligning closely with their long-term goals.

• Industry Leaders and Advisors: We have a network of industry experts and advisors who provide guidance, helping us maintain the highest standards of portfolio management and endowment growth.

5. Commitment to Compliance and Accountability

• Comprehensive Policies: We provide clear, detailed policies for investment practices, service-level agreements (SLAs), and sharia-compliance standards, giving clients confidence in our approach and governance.

• Rigorous Compliance Controls: From regular audits to governance checks, we adhere to rigorous standards that prioritize accountability and safeguard client assets.

• Adherence to Industry Best Practices: Our policies and processes are aligned with industry standards, ensuring our clients’ endowments are managed responsibly and with integrity.

6. Ease and Efficiency

• Simple, Streamlined Setup: Unlike many OCIOs, 1 Oak can help set up an endowment in weeks, not months, getting clients started quickly and avoiding delays that nonprofits often face.

• Accessibility for All Stakeholders: Our services and platform are designed for stakeholders with varying levels of financial expertise, making it easy for anyone to manage and grow a top-tier endowment.

• Dedicated Onboarding Partner: We guide clients through each step of the onboarding process, providing tailored support and expert advice from day one.