White Oaks Investment Management

1717 2ND Street
Sarasota, FL 34236

Website: whiteoakswealth.com

Firm Size

• Assets Under Management (AUM):$801 Million
• Number of Funds:16
• Employees:2
• Firm Type:Hedge Fund

Description

White Oaks Investment Management, Inc is an investment management firm located in Sarasota, FL. They specialize in helping individuals and institutions manage their financial assets and investments. With a team of experienced professionals, White Oaks offers personalized investment strategies tailored to each client's unique goals and risk tolerance. The firm follows a comprehensive approach to investing, utilizing in-depth research and analysis to identify potential investment opportunities. They offer a range of services including portfolio management, asset allocation, and financial planning. White Oaks Investment Management, Inc prides itself on providing transparent and ethical investment advice to its clients. They strive to build long-term relationships based on trust and providing exceptional service. With a commitment to putting their clients' interests first, the firm aims to help clients achieve their financial objectives and secure their financial future.