Investment Team

Oak Associates has assembled a team of seasoned investment professionals who share a commitment to helping clients pursue their financial goals.

James D. Oelschlager
Chief Investment Officer and Portfolio Manager

James D. Oelschlager founded Oak Associates, ltd. in 1985 and serves as Chief Investment Officer and Chief Executive Officer. Mr. Oelschlager is the Portfolio Manager of the White Oak Select Growth Fund and has managed the Fund since its inception. Prior to founding Oak Associates, ltd., he served as the Assistant Treasurer of the Firestone Tire & Rubber Company, where he was directly responsible for the management of the company's pension assets. Mr. Oelschlager holds a BA in Economics from Denison University and a JD from Northwestern University School of Law. Mr. Oelschlager has more than 40 years of investment experience.

Mark W. Oelschlager, CFA
Portfolio Manager

Mark W. Oelschlager, CFA, is the Portfolio Manager of the Pin Oak Equity Fund, the Live Oak Health Sciences Fund and the Red Oak Technology Select Fund. He has served as an Equity Research Analyst for Oak Associates, ltd. since 2000. Prior to joining the Adviser, Mr. Oelschlager served as an Equity Securities Analyst for State Teachers Retirement System of Ohio. Mr. Oelschlager holds a BA in Economics from Trinity College, a Masters in Business Administration from Ohio State University, and the Chartered Financial Analyst (CFA) designation. Mr. Oelschlager has more than 15 years of investment experience.

Robert D. Stimpson, CFA
Portfolio Manager

Robert D. Stimpson, CFA, CMT, is the Portfolio Manager of the River Oak Discovery Fund, the Rock Oak Core Growth Fund and the Black Oak Emerging Technology Fund. He has served as an Equity Research Analyst for Oak Associates, ltd. since 2001. Prior to joining the Adviser, Mr. Stimpson served as an Equity Market Analyst for IDEAglobal in New York City, and as a Financial Consultant for Merrill Lynch in Connecticut. Mr. Stimpson holds a BA in International Studies from Dickinson College and a Masters in Business Administration from Emory University. He holds the Chartered Financial Analyst (CFA) and the Chartered Market Technician (CMT) designations. Mr. Stimpson has more than 13 years of investment experience.

My Oak Account

Online Account Access

Oak Associates Funds are available to U.S. investors only and may not be available in all states. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Fund's prospectus which may be obtained by clicking here or by calling 1-888-462-5386.

Mutual fund investing involves risk, including the possible loss of principal.
As of May 17, 2010, Oak Associates Funds are distributed by ALPS Distributors, Inc.
ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.