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SOC Wealth Management

SOC Wealth Management

SOC Wealth Management

SOC Market Outlook

Jun 2

Written By Jake Odom

Q2 2022 - Exiting the eye of the storm

Jake Odom

SOC Market Outlook

Fixed Income Portfolio Allocation in the Time of Inflation and Rising Rates

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Southern Oak Capital, LLC is an Alabama registered investment adviser. Southern Oak Capital, LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. Southern Oak Capital, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Southern Oak Capital, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Southern Oak Capital, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Southern Oak Capital, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Southern Oak Capital, LLC. A copy of Southern Oak Capital, LLC’s current written disclosure statement discussing Southern Oak Capital, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or directly from Southern Oak Capital, LLC upon request at no additional cost. To request information, please email info@southernoakcap.com

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