Welcome to Our Resource Center

White Oak Financial Management, Inc. brings a unique approach to helping retirement plan participants and annuity investors work towards a sound retirement. We offer specific guidance on investment choices and percentage allocations to our investment management clients, regardless of age or account balances. As opposed to the traditional asset allocation programs with automatic rebalancing on arbitrary dates, our goal is to specifically direct the retirement plan or annuity investor toward wealth accumulation when the markets are supporting higher prices and to wealth preservation when the markets are trending towards lower prices.

To do this, we use a sophisticated technical analysis program that helps us determine what we believe to be the strongest places to be invested in any market. This technical charting system helps us determine not only what to buy and sell, but when to do so, based on the irrefutable law of supply and demand.

Following is a list of the companies for which we currently provide advice. If you are already a subscriber to this service, please click on your company logo below to log on to your page.