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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorOak
- Established Date
- 08-31-2000
- Office Locations
- 1
Office Locations
About OAK Tree Investment Advisors
OakTree Investment Advisors is a Pittsburgh-based RIA providing personalized investment management and wealth planning for individuals, businesses, pension plans, and nonprofits. The firm focuses on long-term, low-cost portfolio construction using diversified vehicles such as ETFs and fixed income, with active asset allocation and risk management. A differentiator for due diligence: its team has served as testifying experts in securities and trust litigation (600+ cases) and supports investor-rights law clinics.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONALD EDWARD HEAKINS
Chief Compliance Officer, President, Vice President
- CRD
- #1007878
- Ownership
- 75% or more
JASON D. HEAKINS
Investment Advisor, VICE PRESIDENT
- CRD
- #6069022
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Daniel Robert Orsborn
--
- CRD
- #8118241
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,224,520 | $704,119 |
| Non-Discretionary | $0 | -- |
| Total | $192,224,520 | $704,119 |
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Separately Managed Accounts
Total SMA Asset: $192,224,520
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $630,033,085 | 24.3% |
| U.S. Government/Agency | $811,524,097 | 31.3% |
| Public Funds | $762,262,251 | 29.4% |
| Cash | $388,909,312 | 15.0% |
| Total | $2,592,728,745 | 100.0% |