What is ROSE OAK

ROSE OAK Investments & Co ("ROSE OAK") is a licensed investment advisory and management firm focused on helping its clients create wealth through professional investing.

ROSE OAK was formed in November 2003 by Nigel J Lewis in order to facilitate a management buy-out (MBO) in early 2004 of the investment management and advisory business he established in January 1998 during his time with a leading Australian private investment bank.

Positioned only to be an investment advisory and management firm, the ROSE OAK platform has the boutique discipline, work-passion culture, and cost-base associated with a single focused, owner-operated professional investor practice.

Most importantly, ROSE OAK has none of the potential conflicts associated with career risks of in-house employees, affiliated or commission-based advice, or volume-of-funds-under-advice business models.

Structured as a small scale, wholesale, financial services business, ROSE OAK holds its own Australian Financial Services Licence AFSL No. 255291.

ROSE OAK is wholly independent and only provides confidential and transparent advice and management through agreements directly with its clients.

ROSE OAK's focus is only on advising and or managing capital for a select number of family offices, high-net worth clients, and or institutions (that is, wholesale clients, [non-retail] as that term is defined in the Corporations Act).