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About Us

OakBrook Investments is a research-oriented investment firm driven by a group of professionals with advanced degrees in economics and finance. They leverage more than 100 years of collective industry experience to manage client assets.

OakBrook Investments was formed in February 1998 and the firm began managing assets on June 8, 1998.

OakBrook Investments, LLC is 100% owned by employees. 

At its launch the firm offered two strategies: the fundamental Select Equity and a quantitative product benchmarked to the S&P 500. Since then, OakBrook has expanded its product line-up significantly. It now offers quantitative products benchmarked to several different indices and both US and Global Select Equity products. All OakBrook investment strategies share a solid foundation in economic theory.


©2019 OakBrook Investments, LLC.  All Rights Reserved.  S&P 500, S&P 500 Value, S&P MidCap 400, and S&P SmallCap 600 are trademarks owned by S&P Dow Jones Indices LLC.  Neither OakBrook Investments nor its products are affiliated, sponsored, or endorsed by S&P Dow Jones Indices LLC.