White Oaks Wealth: How Diversification Can Stabilize Your Portfolio

Share Article

Alex Duty, Investment Analyst, CFA® for White Oaks Investment Management, Inc. authors white paper on The Magic of Diversification.

News Image

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

White Oaks takes advantage of the mathematics of diversification more than its benchmarks.

White Oaks Wealth Advisors, Inc. has released a new addition to its white paper series on wealth management topics for upper incomes and net worths. Authored by Alex Duty, White Oaks Investment Analyst, CFA®, "The Magic of Diversification" explains the relationship between volatility and returns, and the ways diversification offers investors a reduced standard deviation without compromising their portfolio’s mean return. Duty says, “The secret to this trick is correlation.” He explains, “White Oaks takes advantage of the mathematics of diversification more than its benchmarks.”

Included in the paper are a series of graphic representations, thoroughly explained and supported with correlating equations. Duty includes a caveat, “Readers who are math lovers will enjoy seeing how the mathematics of diversification works…” but offers a comprehensive summary for the less “quantitatively inclined”, providing clear insight for all readers.

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, "100 Top Advisors" by Mutual Funds Magazine and CNBC's Top Fee Only Wealth Management List.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Michaela Larson
Visit website

Media