We are proud to announce Live Oak Private Wealth claims compliance with the Global Investment Performance Standards (GIPS®). CFA Institute’s GIPS standards are globally accepted standards considered industry best practice for investment performance reporting and presentation. By conforming to rigorous requirements, Live Oak Private Wealth’s investment performance can be counted on for consistency and transparency. It further demonstrates the firm’s commitment to ethical best practices and strong internal control processes. GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
CFA Institute champions the highest ethics in the investment profession, while setting the ethical gold standard for investment professionals globally. Adhering to a consistent approach to the valuation, calculation and presentation of investment returns is beneficial to both prospective and existing clients.
For further information about Live Oak Private Wealth’s investment advisory solutions or to obtain GIPS compliant performance information for the firm’s strategies and products, please contact J. William (Bill) Coleman, III, Co-Chief Investment Officer at 910-839-8676 or firstname.lastname@example.org.