The White Oaks family has over 100 years of combined team experience. Sharon Bloodworth, CEO, is a trailblazer in the financial industry. Leading one of the largest 100% woman-owned registered investment advisory firms in Minnesota and Florida, Sharon has a seasoned investment background and has built an excellent team of professionals with gold standard credentials and huge hearts. We are independent and free from the sales and growth agendas of large firms. Not only are we required to put our clients first, as fiduciaries, we care for our clients like family.
We give clients access to investment strategies of the ultra-wealthy. Imagine buying a computer at an electronics store and being told that you can only choose from 5 of the 10 options being offered. Even though the other options are the same price as the ones you are looking at, you are told they are reserved for the ultra-wealthy. In the investment world you can end up in a similar situation. A person paying for retail investment services does not get to access the diverse menu of investment options that are out there. White Oaks models an investment process that provides our qualified clients, with over $2,000,000 in investable assets (not including your home) and clients with $5,000,000 in investable assets (not including your home) the same access to investment options as investors with $100,000,000 plus.
What does it feel like to be a part of the White Oaks family? We never stop advocating for you. If you are a busy fortune 500 key executive, we watch your stock options so you don’t have to. We help you negotiate in and out of companies. If you are a business owner, we assist in optimizing taxes and planning for your next stage in life. We will also make sure that, if you die prematurely, there is a plan for the business and your family. If you are a non-financial spouse and recovering from a divorce or death in the family; we can take care of everything, from your bills to your investment strategy. We will help release you from your fear of running out of money. If you are a woman investor and tired of being ignored, you won’t be here.
We love what we do!
White Oaks Insights
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Alex Duty, Portfolio Manager, CFA®, CIPM of White Oaks Investment Management, Inc. explains an often misunderstood investment- gold. In this video, Alex will help investors understand gold and what it does in a portfolio. If you have any questions regarding the video,...