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Who We Are

Here at Oak Lily Investments, our purpose is to make investing plain and simple for everyone. We hope to help millions of people around the world take their first step towards investing for their future. We believe that the stock market offers a unique opportunity to Americans from all walks of life to achieve financial freedom. Our mission is to make investing more accessible to everyday Americans. We understand that the stock market and investing as a whole can be very confusing and overwhelming for new investors. Oak Lily Investments seeks to present investment opportunities and in-depth market research in a clear and concise manner which is easy to digest for newer investors.


What prompted us to start this service is the 2021 CNBC report which highlights that the wealthiest 10% of Americans own 89% of the stock market. We are driven to reduce this inequality and give the average person the tools to invest in great businesses and share in their long-term success. 

Let’s Work Together

Get in touch so we can start working together.

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