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    The article below speaks to exactly why Blue Ocean Strategic Capital, LLC was started seven years ago. BOSC is privately owned and operated, so 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. 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.

     

    “Advisors moving from more traditional models to the independent model—it’s not a trend, it’s a movement”, said Tim Oden, senior managing director of business development at Schwab Advisor Services.

     

    Wealth Management: Independent Advisory Firms

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    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.

     

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