Robert Klosterman, CEO & Chief Financial Officer of White Oaks Investment Mangement, Inc.
It is clear that the Gulf Coast area of Florida is an area where many individuals have significant wealth and our skill sets, culture and processes are a wonderful fit for this area.
Longboat Key, FLorida (PRWEB) April 28, 2014
White Oaks Investment Management, Inc. provides investment advisory services on a fee-only basis to five pooled strategies and to White Oaks Wealth Advisors, Inc., a firm that provides financial planning and family office services. The services of White Oaks Wealth Advisors, Inc will also be made available throughout the White Oaks Investment Management offices.
The CEO of White Oaks Investment Management, Inc., Bob Klosterman, remarked, “It is clear that the Gulf Coast area of Florida is an area where many individuals have significant wealth, and our skill sets, culture and processes are a wonderful fit for this area." Sharon Bloodworth, President of White Oaks Wealth Advisors, Inc. continued, “This also provides the opportunity for White Oaks Wealth Advisors, Inc to serve our existing clients who have moved out of state and to expand our influence in the planning and family office services as well.”
White Oaks Investment Management, Inc. manages private fund assets, on a fee-only basis, of more than $280,000,000 and additionally advises White Oaks Wealth Advisors, Inc. on investments of more than $148,000,000 for high net and ultra high net worth individuals and foundations.
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. The two firms, 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 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.
