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    Thank you to all that came to our Cyber Security Event with Fidelity Investments on 1.15.2015.

    image (3) framed     imagetexted



     Thank you to everyone that participated in our Blood Drive.

    It was a big success.  A total of 31 units of blood was collected. 

    Every unit can save up to 3 lives. Blue Ocean was able to save almost 100 lives.


    Jan 2015 Blood Drive1.14.2015



    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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