Privacy Statement

Click here to view Oak Value's Notice of Privacy Policy. Oak Value takes privacy concerns very seriously. We do not share personal information with any unaffiliated party, except as described in our Notice of Privacy Policy. You may discontinue your receipt of electronic communications anytime by selecting the "unsubscribe" option.


WELCOME!
We periodically make information about Oak Value and the various products and services we offer available by mailing communications in hard copy form and electronically by posting information to our web site and notifying you of its availability and/or sending it via e-mail. This information may include periodic client and shareholder communications, investment articles, discussions about our investment strategy, prospectus updates and other information relating to the separate account and mutual fund services offered by Oak Value.

We will make this information available to persons who submit their e-mail information to us below. It is not our intent to deluge recipients with frequent e-mail messages (so-called "spam") or otherwise abuse your patience and trust in providing your e-mail information to us. Please see our Notice of Privacy Policy on the left sidebar of this web page for more information. Based on past experience, you should expect to receive roughly 5-20 communications annually.

Please indicate your desire to be placed on the mailing list by completing the contact form below. We will respond shortly to acknowledge your request. Because information submitted on this form is not encrypted, please do not include any sensitive or non-public personal information such as account numbers or social security numbers.



 
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