https://www.oakcityconsulting.com/blog daily 0.75 2025-10-17 https://www.oakcityconsulting.com/blog/fastchipstomoney monthly 0.5 2025-10-17 https://www.oakcityconsulting.com/blog/bothsidesnow monthly 0.5 2025-04-19 https://www.oakcityconsulting.com/blog/newyearsthoughts monthly 0.5 2024-12-30 https://www.oakcityconsulting.com/blog/whatafoolbelieves monthly 0.5 2024-10-01 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/09558536-9f9f-4c3b-97d1-f7bab1b58814/Screenshot+2024-09-26+at+1.22.16%E2%80%AFPM.png Blog - What a Fool Believes - My mind goes back to 2008 or 1998 right about now, and what the narrative was in those environments. I realize the financial entertainment media says it’s different this time, but let’s compare anyway. https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/988a95cc-8e80-4c99-a1d5-d8606d640c26/spe10.png Blog - What a Fool Believes - The Shiller P/E 10 ratio (right) is also back in territory rarely seen before. Now that we are hitting new highs in the stock market, it should temper anyone who may get overly enthusiastic about leaning too much on returns going forward. https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/e3afaf3d-b5a6-4b52-9052-e2ca1c52dedd/TARP.png Blog - What a Fool Believes - First, let’s look at the national debt. Ever since TARP (Troubled Asset Relief Programs) rescue plans from 2009 (remember when we just HAD to save AIG and the auto industry?), the debt has gone up and up. COVID was just another chapter, as we saw COVID stimulus checks and then the Inflation Reduction Act. https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/2b00e85f-7aae-4b34-8b0f-579f25263ff7/FFER.jpg Blog - What a Fool Believes - The arrows tell the story of a Federal Reserve, like the great and powerful Wizard of Oz, that once you pull back the curtain, doesn’t have any special insight or knowledge. In other words, there is no smoothness to this line, and no real ability to steer the economy. So maybe it’s time to change the phrase form “Don’t fight the Fed” to “Don’t believe the Fed” because… https://www.oakcityconsulting.com/blog/itcameuponthemarketsnow monthly 0.5 2023-12-20 https://www.oakcityconsulting.com/blog/standingonbigshoulders monthly 0.5 2023-12-20 https://www.oakcityconsulting.com/blog/thelongandwindingroad monthly 0.5 2023-08-31 https://www.oakcityconsulting.com/blog/orderinprivatefunding monthly 0.5 2023-05-25 https://www.oakcityconsulting.com/blog/orderinculture monthly 0.5 2023-05-18 https://www.oakcityconsulting.com/blog/orderabroad monthly 0.5 2023-05-16 https://www.oakcityconsulting.com/blog/orderinmarkets monthly 0.5 2023-05-05 https://www.oakcityconsulting.com/blog/extocjlp1i1957hehzacmqzfv1m8rf monthly 0.5 2023-08-31 https://www.oakcityconsulting.com/blog/gblvbff0dkdf5loyrw3ck1qta7r6an monthly 0.5 2023-03-17 https://www.oakcityconsulting.com/blog/take-a-step monthly 0.5 2022-11-08 https://www.oakcityconsulting.com/blog/2022-oak-city-retreat-recap monthly 0.5 2022-11-02 https://www.oakcityconsulting.com/blog/landofconfusion monthly 0.5 2022-10-12 https://www.oakcityconsulting.com/blog/the-power-of-investing-to-change-the-world-h2kcb-gdczd monthly 0.5 2022-10-12 https://www.oakcityconsulting.com/blog/the-power-of-investing-to-change-the-world-h2kcb monthly 0.5 2022-10-12 https://www.oakcityconsulting.com/blog/humanrightsandfreedom-8mdl4 monthly 0.5 2022-10-12 https://www.oakcityconsulting.com/blog/the-power-of-investing-to-change-the-world monthly 0.5 2022-10-05 https://www.oakcityconsulting.com/blog/humanrightsandfreedom monthly 0.5 2022-10-05 https://www.oakcityconsulting.com/blog/welcome monthly 0.5 2022-03-23 https://www.oakcityconsulting.com/home daily 1.0 2026-01-20 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1633007763338-ZTUPAEZ62M9MPUOEGCRT/unsplash-image-rrpQv3MapOg.jpg Home - More than 30 years shepherding institutional capital. Founded in Raleigh, North Carolina in 2012, Oak City Consulting encourages Gospel-driven endowments, foundations and family offices by helping them develop, implement and maintain an investment process that reflects the hope we share in Jesus Christ. https://www.oakcityconsulting.com/practice-areas daily 0.75 2021-09-29 https://www.oakcityconsulting.com/process daily 0.75 2021-09-29 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1630000568972-Y34WCCY9MDL3PTYP7VQ9/unsplash-image-TbwnUGV4kok.jpg Process https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1630000342793-JUFKRGLU6JZ5IXRU6HND/Screen%2BShot%2B2021-08-26%2Bat%2B1.48.28%2BPM.jpg Process https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1630000629502-1BXKXGYZYUU19RWGBV7A/unsplash-image-XrIfY_4cK1w.jpg Process https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1632779283427-8R8JEXRZKWP1GMKR68F2/unsplash-image-L2oedF1AsH8.jpg Process - Redemptive Institutional Investing Many gospel-based foundations and endowments have historically invested in order to maximize return and accomplish goals. But what if these same organizations thought more broadly about the way they affect the world around them? We believe that the way capital is deployed has a significant impact on the world around us and can be a force for God’s glory and our neighbors’ good. https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/1632879625738-C24LF2SL9ETLWDONUP4Q/CEFEX.jpeg Process https://www.oakcityconsulting.com/history daily 0.75 2021-10-01 https://www.oakcityconsulting.com/team daily 0.75 2025-03-28 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/90105a9e-f572-497b-9b14-bb1d04e1a3b6/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Team https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/9415a720-01b7-4ce2-b4cb-bc9cd9d7f058/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Team https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/d75018d3-dea8-448d-9fe1-ffad03aef0d1/Melissa+Preferred+Choice+Horizontal_New.jpg Team https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/45db0538-0c38-446f-8ae6-5b61c72d4303/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Team https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/0c1a6b46-32f0-4580-9538-9420bdaaeb5d/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpg Team https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/f430b405-d93e-4a1b-bf86-adc285032f31/Christie+Preferred+Choice+2.jpg Team https://www.oakcityconsulting.com/contact-us daily 0.75 2025-08-21 https://www.oakcityconsulting.com/ross daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/7f2cc035-2d2e-433d-ad3e-bf33fd140960/Melissa+Preferred+Choice+Horizontal_New.jpg Ross Roggensack https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/ff0c915a-06f1-4336-a6c2-f1f7afb619ad/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpeg Ross Roggensack https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/85d6bcfc-b52e-484b-87da-7033d7a36e1d/Christie+Preferred+Choice+2.jpg Ross Roggensack https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/ce3f6595-e13c-4c5c-80bc-e3c85aa46fa5/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Ross Roggensack https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/03169fe4-fae1-47ce-a70c-8f14317ab0e1/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Ross Roggensack https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/f6d7d65f-8fb6-4629-a948-3875527a02c3/HI_RES_OCC_LanternVision_2025_1K5A3602_Ross_Vert.jpeg Ross Roggensack - Ross Roggensack Managing Partner, Institutional Advisor A Chicago native, Ross and his wife Jane have lived in North Carolina for over 30 years. Prior to founding Oak City Consulting in 2012 he was SVP and Senior Investment Management Consultant at Morgan Keegan, where he worked with Christian institutional clients and helped the firm build out a fiduciary platform for endowments and foundations. Before that Ross worked at Citi Institutional Consulting/Smith Barney for 17 years as part of an institutional team that provided fiduciary assistance to endowments and foundations. Ross is a father and grandfather and is involved at his church, Christ Covenant, in Charlotte, NC. He has served on the board of Faith Ministry, McAllen, TX, and at Gateway/Lifecare, Raleigh, NC. https://www.oakcityconsulting.com/melissa daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/6c4e3833-f669-49d0-ba0a-d38b367b7f9d/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Melissa Smith https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/2469dcdf-1ba6-4016-8c61-679428572490/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpeg Melissa Smith https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/569dece0-8245-4291-8c1b-e48d441e78ea/Christie+Preferred+Choice+2.jpg Melissa Smith https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/c3e58206-03c3-4126-9e58-c71ff5841c66/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Melissa Smith https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/96b1e818-9cf3-4366-a344-a67637d89234/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Melissa Smith https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/18b99a0d-e7c3-42a0-868c-5d59fd802e77/Melissa+Preferred+Choice+Vertical.jpeg Melissa Smith - Melissa Smith Partner, Chief Financial Officer A Raleigh native, Melissa earned her bachelor's and master's degrees in accounting from NC State University. She is a North Carolina Certified Public Accountant and gained tax experience while working as a Senior Associate with Grant Thornton LLP. Melissa joined Oak City Consulting in 2012, where she serves as Chief Financial Officer. Her work also includes presentations, custodian problem-solving, and client accounting assistance with foundations and endowments. She currently resides in Woodstock, GA with her husband and two children and is involved at Faith Community Church. https://www.oakcityconsulting.com/daniel daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/4855384a-bc5d-4e5b-bc76-105a3c34a73b/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Daniel Ward https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/c0aa623d-1124-4817-b73f-313b61ad4101/Melissa+Preferred+Choice+Horizontal_New.jpg Daniel Ward https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/7004540c-a397-4056-9ab9-a14bcaf9a52f/Christie+Preferred+Choice+2.jpg Daniel Ward https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/a4fcc502-1be8-4ce9-a0fb-223b173be182/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Daniel Ward https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/990f7191-8883-45c8-a492-7e4a449e7a41/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Daniel Ward https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/c2a4867c-b2ef-460f-9a28-0c3858c5cf12/HI_RES_OCC_LanternVision_2025_1K5A3610_Daniel_Vertical.jpeg Daniel Ward - Daniel Ward Partner, Institutional Advisor Prior to joining Oak City Consulting, Daniel worked for First Citizens Bank & Trust for over 11 years where he most recently served as the Manager of Institutional Client Services within the Trust department. He graduated from NC State University’s Poole College of Management with a concentration in finance. His role at Oak City involves institutional consulting, manager research and performance reporting. Daniel and his wife reside in Raleigh, NC, with their four children. They are active members at Cornerstone Church and Daniel has served on the Board for the Finley YMCA and serves with various ministries in the area. https://www.oakcityconsulting.com/christie daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/11bebeb8-334a-4782-aadf-d4966dc3f470/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Christie Baucom https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/5eb6c93d-108c-4861-b13b-d2ced99c8786/Melissa+Preferred+Choice+Horizontal_New.jpg Christie Baucom https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/e563c7d3-6ee5-4bcb-a6b9-b23141d3ab88/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpeg Christie Baucom https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/7c8c137c-0a18-450a-8239-98005c91f693/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Christie Baucom https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/b16bdee3-c074-4902-a734-a102ad176256/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Christie Baucom https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/27610558-a557-46ac-bbb1-6c64c848fb5e/Christie+Preferred+Choice+1.jpeg Christie Baucom - Christie Baucom Director of Compliance Prior to joining Oak City Consulting in 2020, Christie worked for Southeastern Baptist Theological Seminary in institutional advancement, and at Morgan Keegan in investment management. She graduated from NC State University’s Poole College of Management as a Park Scholar with a concentration in finance. Christie oversees the firm’s compliance and assists with client operations. Christie and her husband reside in Raleigh, NC with their three children and are members of Mt. Hermon Baptist Church. https://www.oakcityconsulting.com/brett daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/59a8f538-7552-4923-9436-a3cac9da45cc/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Brett Danforth https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/4e3e0216-9837-463e-a83c-24f08cb1da93/Melissa+Preferred+Choice+Horizontal_New.jpg Brett Danforth https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/fad656ad-cf78-4a72-b68e-9bcfed51d848/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpeg Brett Danforth https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/fda64c04-7c35-4697-8192-462861ddba6f/Christie+Preferred+Choice+2.jpg Brett Danforth https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/ed76999a-d06e-4b1f-8933-64f9f45a4f74/HI_RES_OCC_LanternVision_2025_1K5A3705_Kenn_Horizontal.jpg Brett Danforth https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/7677a7ea-f78e-4efd-addd-c7e9f0674ed0/HI_RES_OCC_LanternVision_2025_1K5A3631_Brett_V.jpeg Brett Danforth - Brett Danforth Partner, Institutional Advisor Brett helped launch Oak City in 2012 and rejoined the team in 2021 to focus on client development. During his time away from Oak City, Brett scratched an international entrepreneurial itch before spending 5 years in venture banking at Square 1 Bank. Most recently, Brett managed the Wolfpack Investor Network, an angel investing network housed at NC State University. A graduate of NC State’s Poole College of Management, Brett lives in Raleigh, NC with his wife, Lindsey and their three daughters. He enjoys playing golf, is a member at Providence Church and serves on the First Tee – Triangle’s Game Changers Council. https://www.oakcityconsulting.com/beliefs-1 daily 0.75 2023-04-03 https://www.oakcityconsulting.com/legal-disclaimer daily 0.75 2021-10-01 https://www.oakcityconsulting.com/kennedy-scott daily 0.75 2025-03-27 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/d164f400-64b5-498c-b74d-417bb44ac4ee/HI_RES_OCC_LanternVision_2025_1K5A3593_Ross_Horizontal.jpg Kennedy Scott https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/fe87328a-efb5-41bb-91e8-6c348bc551b3/Melissa+Preferred+Choice+Horizontal_New.jpg Kennedy Scott https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/2acc9f89-1d7a-4599-b9e4-215bf3ef28c1/HI_RES_OCC_LanternVision_2025_1K5A3614_Daniel_Horizontal.jpeg Kennedy Scott https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/3002e1cc-374b-4842-ac00-3ebd6e4df8f8/Christie+Preferred+Choice+2.jpg Kennedy Scott https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/5ca39fb6-35ee-4a19-8462-e8ddda09e95a/HI_RES_OCC_LanternVision_2025_1K5A3630_Brett_H+New.jpg Kennedy Scott https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/5c595957-2da4-4ed0-a5a0-0b2f58921e86/HI_RES_OCC_LanternVision_2025_1K5A3686_Kenn_Vert.jpeg Kennedy Scott - Kennedy Scott Analyst Kennedy is a graduate of NC State University where she earned a degree in Business Administration with a concentration in Finance from the Poole College of Management. During that time, Kennedy gained industry experience with Eventide Asset Management where she worked as an Investment Consulting Group Intern. Kennedy’s work at Oak City includes performance reporting, CEFEX leadership, audits, and new initiatives regarding redemptive issues. When she is not working, Kennedy enjoys rock climbing, spending time outside, and coffee. She currently resides in Raleigh, NC and is involved at Imago Dei Church. https://www.oakcityconsulting.com/logo-page daily 0.75 2023-05-04 https://images.squarespace-cdn.com/content/v1/602d6bc80bf2f078f5560593/636a1795-9aa9-4072-9b2b-bbfdc82b4b0c/for+gmail+signature.jpg