Advisory

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Strategic guidance

WhiteLake’s Investment Advisory Group is an essential component of our ability to anticipate and serve even the most complex financial needs of our clients — offering investment solutions and guidance that is fully supported by our objective due diligence and investment process.

Led by our Chief Investment Officer, our team is comprised of highly credentialed and experienced professionals with deep industry knowledge (including economists, strategists, and research analysts) delivering a depth of expertise, discipline and resources — providing a solid foundation to help your advisor build your investment portfolio.

  • Portfolio and Market Strategy:
    Including asset allocation guidance and portfolio series, investment strategy, and capital market assumptions.
  • Investment Management:
    High quality proprietary equity and fixed income investment management.
  • Manager Research:
    Encompassing both initial evaluation and ongoing due diligence of third-party investment managers – covering traditional asset classes as well as alternative investments and private equity and credit strategies.