Alex Duty, CFA® Joins White Oaks Investment Management, Inc.

White Oaks Investment Management, Inc. an independent, fee-only investment management firm located on Longboat Key, Florida is excited to announce that William A. (Alex) Duty has joined the firm as an Investment Analyst. In his role Mr. Duty will research investment opportunities, assess client portfolios, monitor the asset allocations for the various strategies and assist with overall communications to the firms clients.

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Alex Duty, Investment Analyst, CFA® for White Oaks Investment Management, Inc.

His experience and training will enhance and strengthen a great tradition of independent thinking and solid investment ideas.

Longboat Key, FL (PRWEB) May 01, 2014

Mr. Duty joins White Oaks Investment Management, Inc. with 7 years experience with The Roseline Financial Group, LLC in Richmond, Virginia where he was responsible for capital markets research, manager selection, asset allocation, trading and performance measurement. His undergraduate degree is from The College of William and Mary in Williamsburg, Virginia with a Bachelor of Arts in Economics and a minor in Mathematics. He also has a Masters in Finance from the University Of Illinois at Urbana-Champaign with a specialization in Financial Engineering. Mr. Duty is also the holder of the Chartered Financial Analyst designation.

“Alex brings to us a significant depth of relevant experience, strong credentials and will build upon and deepen a great investment process at White Oaks. His experience and training will enhance and strengthen a great tradition of independent thinking and solid investment ideas,” remarked Bob Klosterman, CEO of White Oaks Investment Management.

Mr. Duty is married with three children and currently resides in Sarasota Florida. He believes his golf clubs will come in handy here.

White Oaks Investment Management, Inc. is a private, fee-only, investment management firm located in Longboat Key, Fl. that specializes in long-term strategies to preserve and optimize wealth for High Net Worth Individuals and Foundations. White Oaks Investment Management, Inc. also provides investment advice to White Oaks Wealth Advisors, Inc. for its clients. White Oaks Wealth Advisors, Inc. is a separate and distinct entity, located in Minneapolis, MN. White Oaks Wealth Advisors, Inc. focuses on the financial planning services, which include retirement planning, estate planning, philanthropy strategies, employee stock option planning and family office services. White Oaks Investment Management, Inc. and White Oaks Wealth Advisors, Inc. have 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, "WiserAdvisor.com", "Best 150 Advisors for Doctors" by Medical Economics and "100 Top Advisors" by Mutual Funds Magazine.