Live Oak Investment Partners

Overview

Live Oak Investment Partners was founded in 2019 by Portfolio Manager Mike Hostick and is headquartered in Austin, Texas. The firm operates as a registered investment advisor serving individuals, high-net-worth families, and businesses across the United States. Hostick frames the firm's approach in familial terms, noting that the team often becomes "a part of our client's families," reflecting a high-touch, relationship-centric service model. The firm constructs and monitors broadly diversified portfolios customized to each client's goals, time horizon, risk tolerance, and tax situation. The investment approach draws on multiple asset classes, including equities, fixed income, and alternatives, with a focus on modeling portfolios on institutional strategies typically used by larger allocators. Live Oak Investment Partners manages assets directly rather than through fund-of-fund structures, though the firm does not publicly disclose specific portfolio holdings or external fund managers it may access on behalf of clients. With a compact team of five named professionals — including Hostick, Director of Investments Christine Vu, Senior Investment Portfolio Analyst Michael Charles, and Client Relationship Manager Christina Allison — the firm delivers investment management and financial planning from a single office at 3103 Bee Cave Road. The firm does not publicize total assets under management or aggregate deployment figures. No adjacent venture vehicles, philanthropic foundations, or membership networks such as Tiger 21 or R360 are disclosed in available public materials. Unlike multi-family offices or large RIA aggregators, Live Oak Investment Partners is structured as a tightly held advisory practice where the founder directly shapes the investment philosophy and client relationships. The firm's continuity hinges on the leadership of Mike Hostick, without publicly articulated succession plans or a broader partnership structure, making its governance model a core structural feature for potential long-term evaluation.