Alex Duty, Portfolio Manager, CFA®, CIPM of White Oaks Investment Management, Inc. explains an often misunderstood investment- gold. In this video, Alex will help investors understand gold and what it does in a portfolio.
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Alex Duty, CFA®, CIPM® is the Portfolio Manager at White Oaks. He performs broad capital markets research to inform the asset allocation decisions within client portfolios as well as research on third party managers to ensure that White Oaks is accessing the desired exposures appropriately.
The foregoing content reflects the opinions of White Oaks Wealth Advisors and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
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