INVESTMENT MANAGEMENT

For professionals:

An investment portfolio is often the key component of a coordinated financial plan and preparing for eventual financial independence. The unique characteristics for professionals is the coordination of their retirement accounts such as 401k’s etc. and the rest of their investment portfolio. While all can agree that proper diversification strategies will enhance the probability of a portfolio, a specific understanding of the unique plan features available and the investment choices within are needed to be effective.

The investment universe is constantly changing and investors need to design, implement and monitor the investment process more carefully than ever, including the 401k and other plans. Some professional firms allow for self-directing within the plan and this can provide greater flexibility to meet an individual’s financial planning needs.

The White Oaks’ team of CFP® professionals, CPAs and a Chartered Financial Analyst® can provide over 75 years of combined experience with expertise to develop, implement and monitor an effective investment strategy to ward against the four evils that investors face today: Inflation, Volatility, Group Think and Global Disruptions and dislocations.

White Oaks engages in evidenced based strategies vetted academically and proven over time to provide the best results to enhance a financial plan’s effectiveness. The White Oaks’ team crafts effective strategies to mitigate the dangers and produce effective results with excellent risk adjusted rates of return, audited process and track records, and total independence via its fee-only fiduciary mode of operation while embracing the existing resources available through benefit plans.

The White Oaks’ team serves professionals across the country from our offices in the Minneapolis-St. Paul, MN metro area and the Sarasota, FL metro area. 

Other Services for Professionals

Financial Independence

Financial Independence

For professionals
Tax Planning

Tax Planning

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Risk Management

Risk Management

For professionals