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 serves a mix of individual, trust, retirement-plan sponsor and institutional clients, offering discretionary investment management, mutual fund/ETF model portfolios, selection of Independent Managers, financial planning and retirement-plan advisory. The firm also operates LRC Aviation Advisors, a division that provides retirement and benefits counseling tailored to airline pilots and their families. OCI’s investment approach emphasizes long-term, fundamentally driven equity selection, tax-aware strategies for taxable clients, and customized portfolio construction using proprietary modeling; it also implements model-based MF/ETF allocations and recommends Independent Managers when appropriate. The firm discloses that its investable asset classes include stock options and other derivative instruments, discusses the attendant option/derivative risks, and describes using AI-based tools to support portfolio analysis while keeping final investment decisions with portfolio personnel. Compared with many team-sized advisers, OCI documents and provides recent investment performance in client reports and public disclosure, and it explicitly cites use of third‑party analyses and vendor relationships (for example, Institutional Shareholder Services for proxy research) in its brochure. The combination of an aviation-focused practice niche, explicit inclusion of derivatives/options in managed accounts, and routine reliance on outside research and performance disclosure is notable relative to peers.

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.