Client Resources

Online Account Access:

TD Ameritrade Institutional’s investor portal,, is an account information platform for all Oak Grove Capital investors.  AdvisorClient provides a state-of-the-art interface between Oak Grove Capital and TDAI’s back office support.  Oak Grove clients may login to AdvisorClient or and gain secure access to their account and market data, 24/7.

Client Networking

We believe there are “virtuous circle” benefits to the focus we place on serving our clients that adds more unique value to our client base. Our clients are thought leaders: entrepreneurs, doctors, lawyers, and business leaders who independently hold up the values of excellence, integrity and servant leadership in their work and lives. In turn, we understand that the quality of the Oak Grove investor community is an asset that makes us better. Frankly, one of our challenges is to look for ways to facilitate advantageous interactions for our clients among our investors. We will be certain to share more on this with you in the weeks and months to come.

Market Sense

Timely updates on important market and investment trends are offered in the “Market Sense” section of the Oak Grove web site.