White Oaks Investment Management

Investment Management - Sarasota, Florida, United States

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Alex Duty

Portfolio Manager

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White Oaks Investment Management Details

White Oaks Investment Management is a fee-only investment management firm serving high net worth individuals and families in Sarasota, Bradenton, Longboat Key, Tampa, and beyond. The White Oaks philosophy is based on decades of investment management experience and a belief that a well-diversified strategy will likely provide the best outcome. Contact us to schedule a "Right Fit" meeting with our team to make sure we are the right fit for managing your investments.

Website: http://www.whiteoaksinv.com

Employees: 3

HQ: 6124556900

Location: Sarasota, Florida, United States

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