We don't run with the investment herd and are constantly looking for opportunities that add value and lower volatility in our client's portfolios.
(PRWEB) March 20, 2017
Innovation, determination, and commitment are words used to describe the 2017 International Fund Award recipients. White Oaks Wealth Investment Management Inc. is confident it delivers on all of them - and more, so it’s no surprise that the firm took home the title of “Best Fee-Only Financial Advisory” this year.
Says President Sharon Bloodworth, CFP®, “We are so pleased to have been honored with this award. It is a reflection of the hard work and commitment of our team. We don't run with the investment herd and are constantly looking for opportunities that add value and lower volatility in our client's portfolios. We call it working smarter.”
The International Fund Awards are given to firms who distinguish from their competitors as a result of hard work and accomplishments of “extraordinary results” in an often unpredictable climate. The awarding company, Acquisition International (AI), commends the teams behind the winning firms, calling them “pioneering.”
“I attribute much of our success to our investment committee. We are forward thinking. We question our premises constantly. We work together extremely well,” says Sharon.
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.