SILVER OAK ASSET MANAGEMENT LLC

Silver Oak Asset Management, founded in 1993 and located in Newport Coast, California, is an Institutional and High Net Worth money manager specializing in corporate bond investments. The managers at Silver Oak each have over 25 years of experience in the corporate bond market. Silver Oak’s investment strategy combines a top-down discipline to industry diversification and a bottom-up analysis to security selection. Buy and sell decisions are made on the basis of relative value comparisons of the risk/reward characteristics of corporate bonds which are trading in the over-the-counter market. Silver Oak has managed a hedge fund focused on High Yield bonds and related equities since it was founded over 15 years ago. The Principles have also been the portfolio managers for several corporate bond-based financial products sold in the public markets. Silver Oak is very experienced at structuring portfolios of corporate bonds with diverse credit risk and maturity profiles to suit specific investment objectives.



SENIOR OFFICER PROFILES





THOMAS OLE DIAL
Founder-Managing Director


Mr. Dial has been a Portfolio Manager for over 20 years, including managing portfolios for financial institutions, corporate accounts, and Chief Investment Officer for two mutual fund companies. Prior to establishing Silver Oak Asset Management, Mr. Dial managed public mutual funds that were 5-Star rated by Morningstar and among the top performers in their categories.




MIKE LANIER
Managing Director



Mr. Lanier’s career includes roles as Investment Analyst, Credit Research Manager, and Portfolio Manager. He has managed money for mutual funds, savings & loans, pension accounts, insurance companies, partnerships, and high net worth individuals. Mr. Lanier’s primary focus has been on High Yield bonds along with extensive experience in Investment Grade corporate bonds.




info@silveroakassetmgmt.com

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