Client Web Portal
Market Hours are from 9:30am-4:00pm EST. Check quotes
Ted’s Twitter Feed: The Latest in Personal Finance
Translate This Site
December 3, 2014: Protect Your Money from Scammers this Holiday Season.
Matt Lauer interviews Suzie Orman on how to protect yourself this holiday season.
The information contained herein does not purport to be a complete description of the securities, markets, or developments referred to herein. The information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete. Expressions of opinion are as of this date and are subject to change without notice. © 2014 Blue Ocean Strategic Capital, LLC
Blue Ocean Strategic Capital, LLC is a company set apart from its competition. BOSC is privately owned and operated with the sole focus of delivering customized service for individuals, retirement plans, non-profit organizations, endowments and foundations.
Rather than focusing our business solely on investment management, we can provide customized financial planning, protection planning, estate planning, tax advising and other wealth advisory services if needed. This holistic approach to financial well-being provides reassurance to clients knowing that their entire financial situation is being addressed.
Since the company is privately owned and operated by BOSC employees, it is uniquely positioned to put client’s needs above all else. As an independent advisor, BOSC also has no restrictions on investments, no proprietary products to sell, and a simple, transparent fee structure. This provides additional comfort to clients in knowing that their best interests are being served in an effort to achieve their individualized wealth management and asset accumulation goals.
BOSC has a highly trained team of professionals with extensive experience in accounting, asset management, economics, estate planning, tax issues, financial planning, investment research and social security guidance to provide a wide array of solutions for today’s most difficult financial planning and wealth management issues.