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    Investment Management » Oak Harvest Investment Approach » Dimensions of Returns

    Dimensions of Returns

    Oak Harvest Invests Based on Dimensions of Higher Expected Return

    The Oak Harvest Way is based on decades of Nobel Prize-winning financial research that has identified specific dimensions of higher expected return across global markets.

    This research, tested over decades and across global markets, shows there are three primary dimensions that drive expected outperformance in stock markets worldwide:

    In order to become a “dimension of higher expected return,” it must be sensible, time-tested and cost-effective in the real world.


    By emphasizing the expected dimensions of returns and tilting our client portfolios, Oak Harvest believes we put the odds in your favor over the course of your retirement.


    Supercharge Your Portfolio

    Investing Mistakes in Retirement

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    Privacy & Disclosures

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Advisory services are provided through Oak Harvest Investment services, LLC a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC an insurance agency.

    The logos and trademarks used are the property of their respective owners and no endorsement by those owners of the producer is stated or implied.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.