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April 29, 2014updated 04 Apr 2017 2:19pm

White Oaks Investment Management opens office in Longboat Key, Florida

White Oaks Investment Management, a US-based investment management firm, has opened a new office in Longboat Key, Florida.

By Verdict Staff

White Oaks Investment Management, a US-based investment management firm, has opened a new office in Longboat Key, Florida.

Free Report
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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
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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.

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."

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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