White Oaks Wealth Advisors Releases New White Paper

Share Article

White Oaks Wealth Advisors releases a new white paper on the value of considering alternative investments in a strategic wealth management investment strategy.

Hedge Funds are a broad and non-descriptive term that is used to cover numerous strategies

White Oaks Wealth Advisors, Inc. today released its latest addition to its series of white papers on wealth management topics affecting upper income and net worth issues. The latest entitled ''Hedge Funds within a Wealth Management Strategy'' was authored by Robert Klosterman who is the Founder, President & CEO of White Oaks Wealth Advisors, Inc.

“There is a lot of mystery shrouding the hedge fund space and the purpose of this paper is to pull open the drapes and let the sun shine in on the terminology and the potential uses of these specialized vehicles.”

“Clearly there are unique and specific risks associated with these investment choices,” remarked Sharon Bloodworth, Vice President of White Oaks, “and investors should be aware of what they are and consider their impact carefully when considering their use within an investment strategy.”

“Hedge Funds are a broad and non-descriptive term that is used to cover numerous strategies,” added Klosterman, “and our intent is to provide a tool for investors in order for them to start the process of understanding their options.”

White Oaks Wealth Advisors, Inc. is a private, fee-only wealth management firm with offices in Minneapolis, MN and Sarasota FL that specializes in simplifying the complexities of wealth for upper net worth individuals. The firm offers an advisory team with over 60 years of experience in areas such as retirement planning, investment advice and management, estate planning, tax planning, stock option exercise, charitable gift planning, qualified plan distribution planning, and many other issues that individuals face in meeting and achieving their financial security goals.

White Oaks Wealth Advisors, Inc. has been honored by having team members listed on the ''Top 250 Financial Advisors'' by Worth Magazine, ''Top Dogs'' by Bloomberg Wealth Manager, ''5 Star Advisor'' by Paladin Registry, ''Best 150 Advisors for Doctors'' by Medical Economics and ''100 Top Advisors'' by Mutual Funds Magazine.


Share article on social media or email:

View article via:

Pdf Print

Contact Author

Robert Klosterman
Visit website