Approach

100% Fiduciary. Always, in all ways.™ We always ask ourselves "What would our clients want us to do?"

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CLIENT CENTERED APPROACH

Live Oak Investors provides fully integrated investment management and wealth advisory services.

STRATEGY DRIVES RESULTS

We leverage our unique network to provide clients with access to proprietary tools and hard to access investment managers.

PROCESS MANAGES RISK

We have a time-proven and cycle-tested process to strategically construct and rebalance portfolios.

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Our Services

Live Oak Investors is more than investments. Our team of financial experts can assist you with every aspect of your financial needs. We have a reputation for being the firm that clients trust because we aspire to do what’s right for the client.

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Our Strategies

Live Oak Investors was developed upon practices that offer something more than just the standard personal finance and investment packages. We take great pride in nurturing relationships that have been built on confidence, loyalty, and trust.

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Planning Resources

With a custom financial strategy, we provide you with investments that will work toward achieving your financial goals. A diversified product line, unmatched resources and premier customer service IS the difference between investing and investing wisely.

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Our Partners

Live Oak Investors | 114 Oak Park Drive Boerne, TX 78006

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(P): (830) 331-1113