Investment Diversification, Part II

Diversification Video, Part II Before watching part II, please watch Alex’s Diversification, Part I Video.  In Part I, Alex Duty, CFA, CIPM, discusses the functionality of diversification. Alex speaks about investment strategies and the science of a...

Father and Daughter Teamwork

Father and Daughter Teamwork At White Oaks, we believe that father and daughter teamwork is important inside and outside of the office. Portfolio Manager, Alex Duty, brought his oldest daughter, Nella, into the office for Take Our Daughters and Sons to Work Day. Nella had so much fun...