It’s a place where the experience is deeply personal and the resources and opportunities are immense.
With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders. People who work for you include:
- Investment committee co-chairs with rock-solid judgment, based on decades of experience navigating market cycles
- An innovator in personal financial planning
- A recipient of prestigious Schwab IMPACT® Award
- An industry veteran who managed a $30 billion portfolio on Wall Street
These aren’t figureheads or just names on a website. They’re industry veterans who listen closely to you, plan with you, develop an investment strategy with you and monitor all your portfolio activity.
They’re not the only ones. Your dedicated support team includes seasoned advisors and operations specialists. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.