Disclosures

Great Oak Capital Partners, LLC (“Great Oak”) is a Registered Investment Advisor (“RIA”), located in the Commonwealth of Massachusetts. Great Oak provides investment advisory and related services for clients nationally. Great Oak will maintain all applicable registration and licenses as required by the various states in which Great Oak conducts business, as applicable. Great Oak renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about Great Oak and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Great Oak does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Great Oak will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. Click here for our current disclosures or access them on the SEC website at adviserinfo.sec.gov. You may Contact Us at any time to request a free copy via .pdf or hardcopy.

Email Disclosures

Great Oak often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Great Oak makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Great Oak private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Please note: Great Oak does not accept trading or money movement instructions via email.

As a registered investment advisor, Great Oak emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Great Oak or the securities regulators.

If you have received an email from Great Oak in error, we ask that you contact the sender and destroy the email and its contents.

For a copy of the Great Oak Privacy Policy, please click here.

If you have any questions regarding our email policies, please Contact Us.

Social Websites

Great Oak may utilize third-party websites, including social media websites, blogs and other interactive content. Great Oak considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Great Oak generally retains copies of information that Great Oak or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Great Oak or the securities regulators.

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Great Oak’s advisory persons after entering into an advisory agreement and provided Great Oak with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.