We take pride in maintaining a manageable roster of good and well-respected clients to whom we can be fully attentive and accountable. We believe that being time-diluted can be just as harmful to a client’s interest as being subject matter-conflicted.

We are committed to a business model that allows our partners the mental capacity and hours in a day to focus entirely on our clients’ interests. This gives us the ability to change outcomes rather than merely reporting on them.

Cross Oak will not consider business that we believe conflicts our clients.