Proudly Serving Lake Oswego, OR and Sacramento, CA.
Three Oaks Capital Management is a registered investment advisory (RIA) firm, founded in 2014 by Grant Bledsoe. Our mission is to improve our clients' lives by organizing and optimizing their finances. To do so we offer financial planning and investment management services.
Three Oaks is a fee-only firm. This means that we are compensated only by our clients directly, and never through commissions, kickbacks, or revenue sharing agreements. In addition, as a registered investment advisory firm Three Oaks has a legal obligation to act in a fiduciary capacity. This means we must do what's in our clients' best interests at all times. This structure best supports our mission, as it aligns our interests with our clients in a transparent and dutiful way.
Grant started working in the financial services industry in 2007. Prior to founding Three Oaks, Grant was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, he held positions at both Smith Barney and American Express (now Ameriprise Financial).
Grant holds an MBA and a B.S. in Applied Economics from Ithaca College. He is also a CFA charterholder, a CERTIFIED FINANCIAL PLANNER™, and an AIF® designee. Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News.
In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers, he enjoys exploring Oregon's hiking trails with his wife and infant son and avidly following the Seattle Mariners.