Professional. Willow Oak provides industry-standard infrastructure customized to your operational needs. Independent managers stay focused on investing while our team proactively manages the business, providing investor relations, operations, compliance monitoring, accounting, and marketing.
Value. Willow Oak leverages our broad expertise and resources to meet the evolving needs of your business at a fraction of the cost of building an internal team or outsourcing piecemeal.
Growth. Willow Oak offers an integrated operations solution built to grow with the demands of your firm. We support independent managers of all sizes to ensure their time, energy, and talent are focused on the areas that add the greatest value to their investors.
You focus on investing with an experienced team behind you to ensure you have the infrastructure in place to run the core, non-investment functions of your business.
Jessica Greer, President, Owner
As president, Jessica leads the company and serves as head of operations for our clients. With more than two decades of experience building and managing strategic operations and development programs in the public and private sectors, Jessica is adept at building and managing businesses with an eye to success, efficiency and innovation.
A native of Maryland, Jessica is active in her community and enjoys family time and the outdoors with her husband and four children
Willow Oak Asset Management
info@willowoakfunds.com