A complete list of active advisors currently associated with Blue Ocean Strategic Advisors, LLC

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

Blue Ocean Strategic Advisors provides ongoing portfolio management, financial planning, and pension consulting to individual and institutional clients. The brochure describes Investment Supervisory Services that use client-specific Investment Policy Statements to set goals, tax considerations, and risk tolerance, with the firm typically operating on a discretionary basis to implement and monitor portfolios. The firm’s investment process combines charting, fundamental, and technical analysis and employs both long- and short-term trading approaches that are tailored to each client’s stated objectives. Clients receive periodic reviews and custodian statements, and the advisor documents risk tolerances and investment policies as the basis for portfolio construction. Notably, Blue Ocean explicitly offers pension consulting for employer-sponsored plans (including 401(k) plans), a service less common among peers, and bills those engagements on an hourly or negotiated basis. The brochure also references accounting-related activities (the contact email includes “CPA” and supplemental Part 2B is cited for other business activities), suggesting the adviser combines investment advice with accounting-related services and concentrates on high-net-worth individuals and retirement-plan clients rather than mass-market retail investors.

To learn more about the advisors currently working at Blue Ocean Strategic Advisors, LLC, 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.