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Your family’s future starts with YOU

Money is not just a number. It’s a connection between you and the things you want.  We are here to help you save and invest it better.

Access to high-performance investment funds has historically been a closed door opportunity.  At GreenOak, we provide normal folks access to these funds enabling the larger population of our country to create wealth faster

How do you feel about your finances?

Be honest….

Okay not terrified but not overly confident. That’s okay. We’re here to promote financial growth. Scroll and read below to find out how to start gaining more confidence about your finances.

You’re anxious. We are too! Click here to join the club now and take the first step toward financial freedom.

Don’t worry, you’ve come to the right place. Scroll and read below to find out how to start gaining more confidence about your finances.

As an added benefit to our members, GreenOak provides a series of educational and professional development services. GreenOak is focused on providing access as well as education to our members to help Enrich, Empower, and Enable them to success!

SMART portfolio

Building a smart portfolio is about drawing a roadmap to your future.   A smart portfolio is a custom created investment plan for you and your family.

For approximately 6 minutes, we will ask you a few questions and walk through identifying your custom smart financial profile.

We help to identify how much you should have in checking and savings accounts, and how much free capital you should be investing

Once your investment profile is complete we recommend an exact percentage of capital to be invested in either our GreenOak funds or partner funds.  We then pool together your capital with other members and invest directly into these funds.

Your smart investment portfolio is designed to keep your hard earned capital safe and will grow throughout any market cycle, any U.S President, and any political tax policy.  Any Market Scenario!

As a member, we continue to work with you to adjust your smart portfolio as your life changes (i.e. new job, business, or home).  You can confidently add larger sums of money more consistently over time and trust it will adapt to your lifestyle.  We also welcome you into the perks of being in our Green Oak community of like-minded individuals.”

Let’s get started

Investments

We offer several unique investment options for your hard-earned investment capital.

  • Green Oak Evergreen Funds
    Hedge Funds
    Private Equity Funds
    Venture Capital Funds
    Investing alongside local entrepreneurs

 

Partnerships

GreenOak has forged a number of partnerships with trusted companies that help to supplement as well as support the services and solutions provided to our members. The Company’s most notable partners are its investment funds, professional development, and financial institutions.  GreenOak also maintains partnerships with non-profits, technology companies, media institutions, and hotel chains.

GreenOak together with its partners are committed to providing choice, innovative technology, effective solutions, expertise and unrivaled support, so customers across the world can overcome challenges and accomplish their goals.
Find out what makes GreenOak different. Become a GreenOak Partner today!

ABOUT US

Since inception, we have operated under a dual mission:

1.) Narrow the wealth gap between the top/bottom 10% of all households by allowing the non-professional investor a roadmap and access to high-performing funds

2.) Educate, empower, and enable the 99% to be active investors and wealth creators

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Green Oak on mobile. App coming soon...

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Privacy & Account Security

We understand the severity of our position in your long-term finances. Therefore, we take privacy and security as our top priority.

Account Protection

For investing and retirement accounts, GreenOak Club  Securities—the entity that holds GreenOak Club customers’ assets—is a member of the Securities Investor Protection Corporation (SIPC), which covers customer claims up to $500,000 including a maximum of $250,000 for cash claims. While SIPC protects your funds in the case that GreenOak Club Securities fails, it does not protect against investment losses from the market.

For GreenOak Club Cash Reserve accounts, GreenOak Club Securities deposits your money with program banks. Once a program bank receives the money, the deposit is insured by the Federal Deposit Insurance Corporation (FDIC). If you already have accounts with a program bank, your total balance may not be insured.

Learn more about FDIC insurance 

Join one of our club plans

  • 5-10% Discounts on local businesses

  • 1-on-1 hours with a Certified Financial Advisor (2 hr. / 6 months)

  • Full access to our proprietary stock recommendation platform (i.e Stocks for the WEEK)

  • Daily/Weekly market news updates keeping you fully engaged (via email or phone).

  • List of lowest valuation stocks in that sector and highest growth stocks

  • Discounted access to networking events and guest speakers
  • 5-25% Discounts on local businesses

  • 1-on-1 hours with a Certified Financial Advisor (2 hours / 3 months)

  • Full access to our partners stock recommendation platform

  • Daily/Weekly market news updates keeping you fully engaged (via email or phone)

  • Discounted access to exclusive networking events and guest speakers
  • 5-25% Discounts on local businesses

  • 1-on-1 hours with a Certified Financial Advisor (Full Top-priority Service)

  • Full access to our proprietary stock recommendation platform

  • Daily/Weekly market news updates keeping you fully engaged (via email or phone)

  • Full access to exclusive networking events and guest speakers
  • Surprise exclusive content, invite only networking events, special perks
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