Know Your Client
Our goal is to understand each client’s return objective, risk tolerance, investment time horizon and other circumstances in order to exact a course toward achieving their financial freedom and goals. Through continued dialogue and detailed information exchanges, we establish a long-lasting and trusting relationship that strengthens our ability to serve client interests well.
Commitment to Client Service
The entire Blue Ocean Strategic Capital (BOSC) Team stands ready to provide a high level of comprehensive and individualized customer service. Our proactive, personalized approach to service includes open communication and a high level of support for client questions and needs. We endeavor to keep our clients informed, involved and confident that our active management style will enable us to respond to the ever-changing needs of our client’s lifestyle as well as the global marketplace.
Commitment to Independent Research Process
We place great emphasis on impartial research and recommendations. Through our own extensive due diligence and research processes, we are able to avoid potential conflicts of interest or questionable investments. Our investment recommendations and portfolio management actions are a product of our own internal fundamental and technical research and investigation, and not from outside sources or purchased recommended lists.