A Culture of Diversity and Inclusion at Private Ocean

We believe that each of us has a responsibility to take a stand against racism, injustice and inequality. We also believe in encouraging open communication and raising awareness about diversity and inclusion in our workforce, in our industry and in our communities. At Private Ocean, our Leadership team is committed in our efforts against harassment, discrimination and inequality. We are constantly seeking new techniques for increasing diversity in our hiring practices and encourage candidates from various backgrounds to apply. We also strive to promote a happy and healthy work environment that fosters respect and inclusion and celebrates diversity.

Today, this means:

  • Requiring all employees to complete anti-harassment and discrimination training which complies with all state regulations. These courses explain what employees should do to avoid incidents of discrimination in the workplace, and how to report incidents.  Managers complete a separate training which focuses on prevention. All employees are required to re-take this training every two years.
  • Supporting and participating in the CFP® and FPA programs which focus on issues and solutions regarding attracting and recruiting candidates from a broader range of experiences and backgrounds.  More information is available online at CFP.net and FinancialPlanningAssociation.org.
  • Utilizing an outsourced recruiting team trained on inclusion and diversity to raise awareness and eliminate any bias in our hiring practices.
  • Analyzing benchmarking studies beyond just our industry to create pay equity and share recognition.
  • Regularly bringing in speakers and coaches for individual staff as well as the whole company to learn about bias.
  • Holding open discussions with staff on a regular basis to better understand individual experiences.
  • Providing additional training on harassment and bias via our professional employer organization (TriNet).
  • Reaffirming our commitment to combat racism and discrimination within our company, on our platform, and in our communities.

We recognize that there still much work to be done. Private Ocean is committed to using our voice and our standing in the community to make progress together.

IMPORTANT DISCLOSURE INFORMATION

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the  future  performance  of  any  specific  investment,  investment  strategy,  or  product (including  the  investments  and/or  investment  strategies  recommended  or  undertaken by Private Ocean,  LLC [“Private  Ocean”]),  or  any  non-investment  related  content,  made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated  historical  performance  level(s),  be  suitable  for  your  portfolio  or  individual situation,  or  prove  successful.    Due  to  various  factors,  including  changing  market conditions  and/or  applicable  laws,  the  content  may  no  longer  be  reflective  of  current opinions  or  positions.    Moreover,  you  should  not  assume  that  any  discussion  or information  contained  in  this  blog  serves  as  the  receipt  of,  or  as  a  substitute  for, personalized investment advice from Private Ocean.  Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or  if  you  would  like  to  impose,  add,  or  to  modify  any  reasonable  restrictions  to  our investment advisory services. To the extent that a reader has any questions regarding the applicability of any  specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is  neither  a  law  firm  nor  a  certified  public  accounting  firm  and  no  portion  of  the  blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for  review  upon  requestor  at www.privateocean.com. Please  Note: Private  Ocean does not  make  any representations  or  warranties  as  to  the  accuracy,  timeliness,  suitability, completeness,  or  relevance  of  any  information  prepared  by  any  unaffiliated  third  party, whether  linked  to Private  Ocean’s web  site  or blog  or  incorporated  herein,  and  takes  no responsibility   for   any   such   content. All   such   information   is   provided   solely   for convenience  purposes  only  and  all  users  thereof  should  be  guided  accordingly. Please Also  Note: If  you  are  a Private  Ocean client, Please  advise  us if  you  have  not  been receiving account statements (at least quarterly) from the account custodian.