Kathleen Helminski

Manager, Client Service and Operations at Oak Family Advisors, LLC - Chicago, Illinois, United States

Kathleen Helminski's Colleagues at Oak Family Advisors, LLC

Bill Driscoll

Director of Research

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Kathleen Helminski's Contact Details

Email (Verified)
***@ofallc.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
["312-373-7221"]

Location

Company
Oak Family Advisors, LLC

Kathleen Helminski's Company Details

Oak Family Advisors, LLC

Chicago, Illinois, United States • 11 - 50 Employees
Financial Services

Oak Family Advisors, LLC (OFA) is a Registered Investment Advisory firm focused on serving the needs of wealthy families. OFA was founded upon the belief that truly unconstrained investing, that which is free of institutional and corporate conflicts, can only be achieved through the independent advisor model. OFA strives to provide truly objective, unfettered advice that is always given with the client's best interest in mind.The investment philosophy of the firm centers around the strategic asset allocation process, that is, building diversified and efficient long term portfolios that map to client specific factors such as income requirements, downside risk tolerance and time horizon. Portfolios are implemented using an approach that is both passive as well as active.

Details about Oak Family Advisors, LLC

Frequently Asked Questions about Kathleen Helminski

Kathleen Helminski currently works for Oak Family Advisors, LLC.

Kathleen Helminski's role at Oak Family Advisors, LLC is Manager, Client Service and Operations.

Kathleen Helminski's email address is ***@ofallc.com. To view Kathleen Helminski's full email address, please signup to ConnectPlex.

Kathleen Helminski works in the Financial Services industry.

Kathleen Helminski's colleagues at Oak Family Advisors, LLC are Fran Tuite, Bill Driscoll and others.

Kathleen Helminski's phone number is ["312-373-7221"]