White Oak Financial Management

White Oak is a fee-based, discretionary investment management firm for individuals and small businesses.  Our game plan for investing is logical, organized and disciplined.  One way we focus on managing risk in our clients’ investments is through supply-and-demand technical charting that helps us determine not only what to buy and sell but when. Another is institutional-quality factor analysis that allows us to create, stress-test and manage portfolios with the goal of maximizing a client’s risk-adjusted returns.

We also offer a unique advisory service to individuals participating in their current or former employer’s retirement plan.  Based on market conditions, we direct them either towards wealth preservation or wealth accumulation by providing specific, tactical investment allocation advice directly to participants.  Our goal is to help clients manage their risk and potentially increase returns.

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