A complete list of active advisors currently associated with Ocean Path Advisors, LLC

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

Ocean Path Advisors provides ongoing portfolio management services and prepares an Investment Policy Statement for each client that documents goals, time horizon, and risk tolerance. The firm lists individuals, high‑net‑worth individuals, charitable organizations and business entities as clients and may request discretionary authority to select securities and execute transactions. The firm’s investment approach is grounded in modern portfolio theory and emphasizes broadly diversified, low‑cost indexed investments across mutual funds, ETFs, equities, fixed income and non‑U.S. securities, while also employing long‑term trading. Ocean Path discloses use of margin and options strategies, conducts quarterly account reviews, and states a fiduciary duty to seek fair and equitable allocation of investment opportunities among clients. Distinctive features include a formal process for selecting and referring clients to third‑party advisers—after due diligence—and an explicit disclosure that clients will pay Ocean Path’s standard fee in addition to any third‑party manager fees, which is an uncommon arrangement among peers. The brochure also notes that the firm does not aggregate (block) trades for multiple clients and reported zero assets under management as of the most recent calculation, items prospective clients may consider regarding execution, scale and operational experience.

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