Private Ocean Named a 2021 Best Places to Work for Financial Advisers by InvestmentNews

Private Ocean is proud to be chosen as a 2021 Best Places to Work for Financial Advisers by InvestmentNews. Chosen firms are selected through employer and employee surveys delving into everything from company culture, benefits, career paths and more.

“Now more than ever, a strong culture is key to a successful business,” said Greg Friedman, CEO of Private Ocean. “Throughout the most challenging times in the past year, our team went above and beyond to serve clients, working together over computer screens and overcoming obstacles to deliver on our Guiding Principles. We are proud of all that we have accomplished together, and we are honored to be recognized again by InvestmentNews.”

InvestmentNews partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to compile the survey and recognition program.

“We’ve all seen the value of a great work culture over the past year, and InvestmentNews is excited to once again recognize those firms that are taking a lead in providing great financial advice and being a great place to work,” said George Moriarty, Chief Content Officer, InvestmentNews. “These firms are leading the industry in developing best-in-class human resource practices.”

To learn more about the InvestmentNews 2021 75 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.

ABOUT INVESTMENTNEWS

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, their standard of editorial excellence and deep industry knowledge has allowed InvestmentNews to educate, inform and engage the most influential financial advisers. Through their weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews  provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. Headquartered in New York, with offices in Chicago and Washington D.C., InvestmentNews is part of London-based Bonhill Group plc. Learn more at www.InvestmentNews.com.

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.