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Two Oaks Diversified Growth & Income Class A Shares (TWOAX)

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Two Oaks Diversified Growth Income Class A Shares historical data, for real-time data please try another search

16.570 +0.140 +0.85%

07/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 30.02M

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TWOAX Overview

On this page you'll find an in-depth profile of Two Oaks Diversified Growth & Income Class A Shares. Learn about the key management, total assets, investment strategy and contact information of TWOAX among other information.

Contact Information

Address Two Oaks
,
United States

Phone -

Web www.twooaks.com

Top Executives

Name	Title	Since	Until
Jarrett Perez	Co-Manager	2006	2021
Biography	Mr. Perez is a minority owner of Two Oaks Investment Management, LLC. Mr. Perez also has worked at DA Davidson & Co. since 2013. Mr. Perez serves as the assistant portfolio manager for private clients and retirement funds in the CWAM at DA Davidson & Co. Prior to joining DA Davidson & Co., Mr. Perez held various sales and operational duties with Crowell Weedon & Co, The Seidler Companies and UBS-Paine Weber beginning in 2002.
Blake T. Todd	CEO	2005	2021
Biography	Mr. Todd is the majority owner of the Investment Advisory Agreement . Mr. Todd serves as lead portfolio manager for Montecito Investment Portfolios offered through the Crowell Weedon Asset Management program at DA Davidson & Co. At DA Davidson & Co. he manages individual portfolios for private clients and retirement funds under the CWAM - Montecito Investment Portfolios program (“CWAM”) within the DA Davidson & Co RIA. Prior to joining DA Davidson & Co., Mr. Todd held various sales, portfolio management and management positions with Crowell Weedon & Co., The Seidler Companies, Sutro-RBC Dain Rauscher, Shearson Smith Barney, Kidder Peabody, and Dean Witter Reynolds beginning in 1979.

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