INVESTMENT MANAGEMENT

For life transitions:

Most would agree that having a sound and high-probability investment strategy needs to be part of a well thought out wealth management strategy. In today’s world we are not faced with too few choices but with too many. White Oaks has a disciplined, consistent process to sort out thousands of investment choices and design a high-probability strategy to accomplish your goals and dreams.

The investment universe is constantly changing and investors need to design, implement and monitor the investment process more carefully than ever. Going through a life transition can mean a change in risk tolerance or a change in need for income. This is normal and the White Oaks’ process is in place to truly understand and articulate your goals and dreams, and convert them into a sensible plan that has a strong probability of accomplishment.

The White Oaks’ team serves clients globally from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. Comprised of over 75 years of combined experience, the White Oaks’ team of CFP® professionals, CPAs and a Chartered Financial Analyst® will work to develop, implement and monitor an effective strategy to ward against the four evils that investors face today: Inflation, Volatility, Group Think and Global Disruptions and dislocations.

With evidenced based strategies, vetted academically, White Oaks crafts effective strategies to mitigate the dangers and produce effective results with excellent risk adjusted rates of return, audited process, track records and total independence via its fee-only fiduciary mode of operation.

Other Services for Life Transitions

Financial Independence

Financial Independence

For pre/post retirees
Education Planning

Education Planning

For funding upcoming education
Estate Planning

Estate Planning

For changing lifestyles
Tax Planning

Tax Planning

For finances in transition 
Risk Management

Risk Management

For setting a new risk profile