A complete list of active advisors currently associated with Oars Capital

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

Oars Capital provides discretionary investment management and broader wealth-planning services to individuals and families, working with both retirement-age and working-age clients. The firm also advises a limited number of 529 and annuity accounts and is compensated through advisory fees based on assets under management. The firm offers two primary approaches: an ETF-based asset allocation model with periodic rebalancing used by the majority of clients, and a tactical security-selection strategy grounded in fundamental value for more active mandates. Oars typically manages portfolios with a multi-year horizon and may employ options and other derivatives in separately managed accounts as hedging tools, a practice that is uncommon among peer advisers. The firm’s profile is distinctive for its high assets under management relative to the size of its advising team—nearly $398 million under management with a single principal—resulting in an unusually large AUM-per-advisor ratio. The principal’s prior hedge fund and investment banking experience informs the firm’s use of derivatives, and the firm occasionally provides consulting and tax/accounting services to certain clients and external parties, activities not commonly found among similarly sized independent advisers.

To learn more about the advisors currently working at Oars 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.