A thorough investigation, often referred to as due diligence, is critical in the evaluation of alternative investments. Every investment should be reviewed for fees, performance, and sound operations. However, the bar for evaluating alternative investments is much higher for us.

Why on-site is important

For example, on-site due diligence visits are vital in the evaluation of alternative investments. It goes far beyond what many investors do since it is time-consuming and expensive. For example, in the visit to a potential investment referenced in the video involved 3 people on the team. Six ears to listen and pick up nuances that many never take the opportunity to understand.

As referenced in the video, the nuances can be a reason to stop the process and move on to other ideas. There are multiple, opportunities for investment. White Oaks casts a wide net to expose many potential opportunities to select from. We expose ourselves to ideas by:

  1. Use research databases to screen thousand of opportunities into a short list for evaluation.
  2. Attend conferences designed to expose unique investment opportunities. In a previous post, I referenced the notion of “kissing frogs”. Out of screens of thousands of managers, we may select just one.
  3. Since White Oaks serves high net worth clients we receive requests for an introduction to new opportunities on a daily basis.
Who Pays?

Contrary to how many funds operate all this is done at White Oaks expense and NOT charged to the fund directly in addition to our management fee. This is a huge cost saving for investors using similar strategies.

The evaluation of alternative investments requires significant time and expense. Yet, even that is not enough. Collaborative teamwork by the financial advisory team, when combined with years, of experience, serves to improve the probability of success.

Experience, collaboration, a sound process combined with the understanding gained by on-site due diligence visits improve the end result when evaluating alternative investments.


The foregoing content reflects the opinions of Wealth Oaks Wealth Advisors, Inc. and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct.

Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.