White Oaks Investment Management Earns Slot in the Business Observer’s “Gulf Coast 500”

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Opening an investment management office in Florida wasn't an elaborate ploy by White Oaks CEO, Bob Klosterman to improve his golf game. No, Klosterman came to the west coast of Florida to win. “The decision to establish a presence in Florida was due to the favorable demographics of the area. White Oaks serves a clientele with $1,000,000+ of investable assets, and we determined this to be the area where White Oaks is best able to serve.”

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Robert Klosterman, CEO & Chief Investment Officer

White Oaks’ unique, risk-aware investment strategies are key to our acceptance by clients.

And win Klosterman did.

After just four short years, White Oaks Investment Management, out of Longboat Key, has established strong roots, and the Florida region has taken notice. This month, White Oaks Investment Management was named one of the top companies in the Business Observer’s annual publication of the “Gulf Coast 500”. The GC500 ranks the largest 500 companies from nine Southwest FL counties by revenue and highlights winners in the following categories: Fastest growing, largest employer, and top company in any given industry.

Klosterman believes distinct investment strategies and client-centered services played a crucial role in helping White Oaks secure a spot on the GC500. “White Oaks’ unique, risk-aware investment strategies are key to our acceptance by clients. Combined with effective tax, wealth transfer, asset protection and multigenerational work, White Oaks provides what our upper net worth clients need.”

Check out White Oaks Investment Management in the Business Observer’s “Gulf Coast 500” in late August.

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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Jenna Pitoscia
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