With Private Ocean, you enjoy the direct support of a close-knit team of industry leaders. People who work for you include:
- The co-author of the financial planning industry’s first code of ethics
- Investment committee co-chairs with rock-solid judgment, based on decades of experience navigating market cycles
- An innovator in personal financial planning
- Two recipients of prestigious Schwab IMPACT® Awards
- 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.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data, to the extent applicable). No ranking or recognition should be construed as a current or past endorsement of Private Ocean by any of its clients. ANY QUESTIONS: Private Ocean’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.