A complete list of active advisors currently associated with Green Ocean Global Advisors LLC

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

Green Ocean Global Advisors LLC provides discretionary portfolio management, financial planning, and referral to third‑party investment managers for individuals, high‑net‑worth clients, and charitable organizations. The firm documents client goals, risk tolerance, and constraints in a written Investment Policy Statement and delivers ongoing monitoring and quarterly account reporting. The firm combines fundamental, quantitative, modern portfolio theory, and technical analysis and employs both long‑ and short‑term trading constrained by client risk profiles. Portfolios may include mutual funds, ETFs (including precious‑metal ETFs), equities, fixed income and non‑U.S. securities, and GOGAL may access direct‑indexing and other strategies through third‑party managers under discretionary authority and separate limited powers of attorney. Established in March 2022, the adviser manages roughly $52.9 million with a three‑advisor team serving about 70 clients across three offices and does not impose an account minimum. GOGAL may direct clients to specific third‑party managers (including Vise AI Advisors and Orion Portfolio Solutions) and discloses fee‑sharing arrangements and offsets of financial‑planning fees against managed assets; it has also expanded its disclosures to address potential investment impacts from tariff policy.

To learn more about the advisors currently working at Green Ocean Global 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.