White Oaks Investment Analyst, Alex Duty, Passes CIPM Exam

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A Certificate in Investment Performance Measurement (CIPM) is designed for those who “pursue excellence with a passion.”

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Alex Duty, Investment Analyst, CFA, CIPM

[The CIPM] demonstrates my commitment to professional development, particularly with regards to manager due diligence.

Obtaining the CIPM title is not for the faint of heart. With an average pass rate of approximately 50%, the CIPM is globally recognized, but held by few. The program tests mastery of specialized areas including ethics, performance evaluation, and application of the Global Investment Performance Standards (GIPS). Candidates must pass two separate exams with just two testing windows offered per year.

The CIPM Program, designed by the CFA Institute, was created in response to a need for ethical professionals with high proficiencies in the field of investing- a description that reflects White Oaks Investment Analyst, Alex Duty.

Alex says, "The CIPM is a nice complement to my CFA Charter. It demonstrates my commitment to professional development, particularly with regards to manager due diligence, and should benefit the firm and its clients."

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.

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