A complete list of active advisors currently associated with Ocean Ivy Capital

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

Ocean Ivy Capital is a fee‑only adviser that works with individuals, high‑net‑worth clients, and businesses, delivering ongoing portfolio management alongside financial planning engagements that range from comprehensive one‑time plans to hourly, limited‑scope consultations. The firm advises on typical liquid asset classes, including stocks, bonds, mutual funds, ETFs, municipal and government securities, and cash equivalents. The firm develops individualized investment policies and asset‑allocation targets based on client goals, risk tolerance, and tax considerations, and implements strategies using a mix of passive and active vehicles. Trading is conducted on a non‑discretionary basis with clients retaining final approval, and socially responsible investing options are available upon request. Noteworthy for a firm in this regulatory category, Ocean Ivy Capital explicitly offers standalone financial planning both as fixed‑fee one‑time plans and as hourly planning engagements, and it makes financial planning available at no additional charge to investment‑management clients. The brochure also indicates the firm does not act as a private‑fund adviser, does not aggregate client trades into block executions, and relies on third‑party custodians’ reporting while recommending an institutional custody platform.

To learn more about the advisors currently working at Ocean Ivy 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.