Southern Oak
Investment Advisors
At Southern Oak, we bridge transatlantic wealth wisdom – combining institutional-grade portfolio strategies with deep Portuguese market expertise. Whether you’re an individual seeking sophisticated alternatives beyond traditional bank offerings, an expat navigating residency-through-investment solutions, or cross-border investors pursuing growth opportunities, we craft bespoke solutions rooted in quantitative discipline and cultural fluency.
who we are
Founded in the sunlit Algarve by a CFA® and CAIA® Charterholder with Wall Street pedigree, Southern Oak brings global investment rigor to Iberian opportunities. Our dual roots in American financial innovation and Portuguese market intimacy let us serve as trusted stewards for our clients.
We built Southern Oak as a cultural and financial bridge – where Algarve authenticity meets CFA®-derived rigor. Whether you’re a British retiree eyeing the Silver Coast or a Brazilian entrepreneur targeting Porto’s tech surge, we speak your language…in 3 dialects.
Investment Analysis & Special Situations
Investment Research & Financial Analysis
Custom Financial Models & Valuation Techniques
Due Diligence & Investment Memorandums
Strategic Deal Structuring & Operational Advisory
Alternative Investments & Fund Advisory
Fund Due Diligence & Analysis
Manager Selection & Risk Assessment
Traditional ↔ Alternative Portfolio Optimization
Strategic Advisory for Golden Visa Investments
Portfolio Management Services
Portfolio Construction & Asset Allocation
Rebalancing and Portfolio Monitoring
Traditional & Alternative Strategies
Tailored Investment Advisory
Golden Visa Investments
Specialized Golden Visa Support
Fund Manager Research
End-to-End Guidance
get started
Let us help you navigate your financial journey with confidence, discipline and responsibility.
Reach out to us for a free consultation
Offices
With one principal embedded in Portugal’s investment industry and regulatory framework and another maintaining US operational hubs, we uniquely position your assets at the intersection of Old World potential and New World execution.
Southern Oak Advisory Unip Lda
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Algarve, Portugal
North Carolina, USA
Support
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