White Oaks Investment Management, Inc

White Oaks Investment Management, Inc. is a Registered Investment Adviser founded by Sharon Alison Bloodworth, who is the 100% shareholder, CEO, and Chief Compliance Officer. The firm manages assets totaling $427,107,763 as of December 31, 2024, offering discretionary investment management services to unregistered private investment vehicles. White Oaks does not participate in wrap fee programs and may charge performance-based fees for certain strategies. The firm's investment philosophy focuses on long-term opportunities, utilizing a proprietary strategic core and satellite asset allocation approach. Clients of White Oaks must meet a minimum account size requirement of $1,000,000 for private funds, which may be negotiated case-by-case. The firm's investment strategies involve risk, including market risk, strategy risk, and decisions based on mathematical analysis. White Oaks uses independent third-party research and major firm research to inform its investment decisions. The firm acts as a fiduciary and provides investment discretion to clients through a Limited Power of Attorney. White Oaks does not vote client securities and does not receive soft-dollar benefits. The firm selects custodians and brokers based on factors like service quality and cost. Sharon Alison Bloodworth and William Alexander Duty hold professional certifications such as CFP®, CFA®, and CIPM®. Sharon Bloodworth has received notable awards for her contributions to wealth management and philanthropy. William Duty performs capital markets research, executes trades, and creates client content. Both professionals are actively involved in community service and volunteer work.