A complete list of active advisors currently associated with Blue Ocean Capital

Warmer can help you find a great advisor at Blue Ocean Capital or one who fits your needs even better.

Blue Ocean Capital serves individual and high‑net‑worth clients, along with trusts, retirement plans and closely held businesses, providing discretionary portfolio management, financial planning, family office services and tax and accounting engagements. The firm manages about $619 million in discretionary assets for roughly 148 client relationships through a five‑advisor team. The firm develops client‑specific Investment Policy Statements and combines fundamental analysis with modern portfolio theory to implement strategic and tactical asset allocations, typically using mutual funds and ETFs while also accessing equities, fixed income, REITs, MLPs, private placements and third‑party managers. Portfolios are usually managed on a discretionary basis with regular monitoring and rebalancing, and the firm may recommend unaffiliated money managers or private funds when appropriate. Uncommon for similarly sized advisory teams, Blue Ocean Capital is organized as a CPA asset management group and employs CPAs who provide tax and accounting services that can be integrated with investment management and family office offerings; the firm reports monitoring $356.8 million through family office services and exercising discretion over about $203.6 million of those assets. The firm also provides trustee, executor and bill‑paying functions, engages an independent CPA to audit assets it holds in custody, and discloses an employee new‑business commission program and a recent admission of new owners that updated its governance structure.

To learn more about the advisors currently working at Blue Ocean Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.