Get strategy and guidance
from industry leaders
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 web site. They’re industry veterans who listen closely to you, plan with you, develop 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.