White Oaks Investment Management, a US-based investment management firm, has opened a new office in Longboat Key, Florida.
The company offers investment advisory services on a fee-only basis to five pooled strategies and to White Oaks Wealth Advisors, a firm that provides financial planning and family office services.
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The services of White Oaks Wealth Advisors will also be made available throughout the White Oaks Investment Management offices.
Bob Klosterman, CEO of White Oaks Investment Management, said, "It is clear that the Gulf Coast area of Florida is an area where many individuals have significant wealth, and our skill sets, culture and processes are a wonderful fit for this area."
Sharon Bloodworth, president of White Oaks Wealth Advisors said, "This also provides the opportunity for White Oaks Wealth Advisors, Inc to serve our existing clients who have moved out of state and to expand our influence in the planning and family office services as well."
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