Preserving and Growing Wealth through SMART Investing
White Oaks is a fee-only investment management firm that serves high net worth clients and accredited investors. We are a boutique firm where you work directly with investment managers and certified financial planners.
Since 1986 we’ve successfully navigated growth, change and turnover within the financial industry. As a forward-thinking firm, we plan to power our clients financial success in innovative ways for many years to come.
Whether you are unhappy with your current investment performance, need help planning your finances for the future, or just want an objective opinion, we can help you.
We believe in transparency and access to your investment accounts.
When you become a White Oaks client we will set you up with leading edge account technology. You’ll be able to keep track of your accounts, investments and performance securely from anywhere in the wold, across all devices.
Awards and Accolades
White Oaks has earned praise from leading publications and associations for its client services.
While we appreciate the honors we have received, thank you notes from our clients mean the most to us.
The Other Path
Bob Klosterman, founder and advisor of White Oaks Investment Management, has written his second book titled, The Other Path: Illuminating the Path to Reduced Volatility and Equity-Type Returns, which will teach you about alternative investments and their place in an investment portfolio.
Free Book Preview
Bob Klosterman’s first book, titled The Four Horsemen of the Investor’s Apocalypse, which will teach you about the four evil forces in the market today and help you combat them to build a successful investment portfolio.
Crash Test Your Portfolio
Is Your Portfolio Ready for the Next Downturn?
Volatility in our existing client’s portfolios has been very important to evaluate.
The first thing we do with our clients is ensure their portfolios are prepared to handle unexpected spikes in the market.