Oak Associates Funds
Oak Associates is an investment management firm located in Akron, OH. Founded in 1985, Oak has spent the last 35 years focused on U.S equities and uncovering quality growth companies that can rise above market expectations. The firm uses both quantitative and fundamental analysis to develop a concentrated approach to both sector and individual stock selection in building growth portfolios.
In 2020, MBC assisted Oak Associates in developing an updated suite of mutual fund and investment marketing materials that aligned with the history and traditions of the firm.
Angel Oak Capital Advisors
MBC Strategic supports the ongoing marketing, branding and growth strategies for Angel Oak Capital Advisors, a $9 billion asset manager with a specialization in structured…
Gurtin Municipal Bond Management
As a $10 billion municipal bond manager with a roster of high net worth clients, Gurtin Municipal Bond Management felt it was time for their…