Oakwood Capital Management Culture | Comparably

Oakwood Capital Management Company Culture

Oakwood Capital Management Culture

This score is derived from employee ratings & reviews

Top Rated Culture Dimensions

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Oakwood Capital Management CEO

Bruce Mandel Oakwood Capital Management's CEO
Bruce Mandel

Oakwood Capital Management Mission, Vision & Values

Mission Statement

Our Mission since our founding in 1998 has been to preserve and grow your wealth in a manner that is consistent with your goals. Focus: Helping you stay focused on the big picture Security: Helping preserve what you have already earned We are committed to providing superior service, and providing objective and trustworthy advice. We are proud of our consistent culture and our ability to partner with other professionals to help our clients with all aspects of their financial lives. Our core client philosophies are to deliver: We seek to accomplish this by employing a conservative and disciplined investment approach, comprehensive planning solutions and a client service experience that is flexible and responsive to current and future needs.

Vision Statement

Our vision is simple to helping you visualize yout lonh-term goals

Values

  • Exellence
  • Integrity
  • Experience
  • Personal Attention

Oakwood Capital Management Culture At a Glance

1 employee at Oakwood Capital Management has reviewed Oakwood Capital Management across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Company Information

Address
1990 South Bundy Drive, Suite 777
Los Angeles, CA 90025
United States of America
Website
www.oakwoodcap.com
Founded
1998

Company Description

The company makes it possible for both individual and institutional investors to meet financial goals.

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Gender Score How positively women rate their overall experience at Oakwood Capital Management

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Diversity Score How positively minorities rate their overall experience at Oakwood Capital Management

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