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.
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.