NAV Fund Administration Named Administrator for the White Oaks Funds

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NAV chosen for experience, quality of service, and value

We are thrilled to be working with NAV,” said Sharon Bloodworth, President of White Oaks Wealth Advisors, Inc. and White Oaks Investment Management. “They are a strong, established company and have been extremely responsive to our needs.

NAV Fund Administration Group (“NAV”) was recently selected to provide full service fund administration to the White Oaks Funds. The White Oaks Funds consists of six funds with approximately $300 million of assets under management and over a ten-year track record and were successfully transitioned over from a previous administrator during the second quarter of 2016.

“We are thrilled to be working with NAV,” said Sharon Bloodworth, President of White Oaks Wealth Advisors, Inc. and White Oaks Investment Management. “They are a strong, established company and have been extremely responsive to our needs.”

“We are very pleased to have been selected as White Oaks’ administrator,” said Nav Gupta, Chairman and President of NAV Group. “It is an honor to work with such a reputable organization.”

About NAV Fund Administration Group

NAV Fund Administration Group (“NAV”) is a fund administrator with over 25 years of experience in providing a comprehensive fund service offering including, accounting, reporting, investor servicing, and middle and back-office support to the hedge fund industry. NAV is ranked among the top 10 fund administrators in the world by number of funds. With assets under administration of US$63 billion, NAV employs 450 people that serve a global client base of over 750 clients. NAV is differentiated in the industry by its independence, proprietary technology and client retention.

About White Oaks

White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize 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, family office services, 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 Dog's” by Bloomberg Wealth Manager, "5 Star Advisor" by Paladin Registry, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine and was named as a top 100 fee only Wealth Management Firm by CNBC.
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Ashley Starcevich
NAV Fund Administration Group
+1 (630) 954-1919 Ext: 118
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