MUTUAL FUND ACCOUNT ACCESS CONTACT US THE OAK RIDGE WAY STRATEGIES NEWS TOOLS & RESOURCES OUR TAKE STRONG VISION, STRONGER CONVICTIONS INSIDE OAK RIDGE Oak Ridge ADV Part 2A available to UBS advisory programs and other information here... View other news INSTITUTIONAL INVESTORS The Oak Ridge Way Strategies News Tools & Resources INDIVIDUAL INVESTORS The Oak Ridge Way Strategies News FINANCIAL ADVISORS The Oak Ridge Way Strategies News Tools & Resources OAK RIDGE INVESTMENTS, LLC 10 South LaSalle Street Suite 1900 Chicago, IL. 60603 Office: 312.857.1040 Fax: 312.857.1055 Toll Free: 800.825.6226 Contact Us Privacy Policy © 2021 Oak Ridge Investments

MUTUAL FUND ACCOUNT ACCESS CONTACT US THE OAK RIDGE WAY HISTORY PHILOSOPHY PEOPLE INVESTMENT PROCESS STRATEGIES NEWS TOOLS & RESOURCES HISTORY Oak Ridge Investments was founded in response to a need to do things differently. But mainly, it was founded out of David Klaskin’s passion for investing. FIRM OWNERSHIP Our firm is 100% owned by employees, former employees and affiliates ASSETS UNDER MANAGEMENT $1.7 billion in assets under advisement as of June 30, 2021 FIRM STATS Headquartered in Chicago with 11 investment professionals WHERE WE BEGAN Founder David Klaskin didn’t want to just manage money. He wanted to create a firm that would embody the craftsmanship of a boutique by delivering personalized attention to clients and offering transparency in decision-making. He wanted to create the kind of firm he wanted to work for, one that takes the art of investing seriously. WHERE WE ARE TODAY Our goal today hasn’t changed from the goal we started out with: to outperform our benchmarks over the long term, while reducing risk. We strive to do that by investing in dynamic, high-quality companies that offer the opportunity for capital appreciation. We remain true to our heritage: We all share in a passion for being proven right. FOR MORE ABOUT HOW OAK RIDGE HAS THRIVED THROUGH THE YEARS, ROLLOVER THE FOLLOWING BOXES. THE OAK RIDGE WAY HISTORY PHILOSOPHY PEOPLE INVESTMENT PROCESS INSTITUTIONAL INVESTORS The Oak Ridge Way Strategies News Tools & Resources INDIVIDUAL INVESTORS The Oak Ridge Way Strategies News FINANCIAL ADVISORS The Oak Ridge Way Strategies News Tools & Resources OAK RIDGE INVESTMENTS, LLC 10 South LaSalle Street Suite 1900 Chicago, IL. 60603 Office: 312.857.1040 Fax: 312.857.1055 Toll Free: 800.825.6226 Contact Us Privacy Policy © 2021 Oak Ridge Investments