A complete list of active advisors currently associated with Oarsman Capital, Inc

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

Oarsman Capital provides investment-management services, mutual fund and ETF model portfolios, access to separately managed accounts through Independent Managers, financial planning, and retirement-plan advisory services to individuals, trusts, institutions and retirement plans. The firm also operates LRC Aviation Advisors, a dedicated division that offers retirement and benefits counseling specifically for airline pilots and their families. OCI constructs customized portfolios that emphasize fundamentally-rated equities, broad sector diversification, tax-efficient strategies for taxable clients, and generally low turnover with a long-term holding orientation. The firm implements model asset-allocation strategies using mutual funds and ETFs, recommends Independent Managers via Schwab Marketplace, and employs proprietary modeling and AI-based tools to support security evaluation and risk management while typically managing accounts on a discretionary basis. Noteworthy features disclosed in the brochure include the public presentation of performance results and third‑party ratings, and the firm’s use of derivatives (including equity options) in some separately managed accounts—practices less common among similar team firms. OCI also maintains a defined proxy‑voting approach that relies on ISS research and generally votes proxies only for common stocks listed on its most recently filed Form 13F.

To learn more about the advisors currently working at Oarsman Capital, Inc, 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.

You can also browse Oarsman Capital, Inc's office locations.