August 28, 2019

Interesting Study: Benefits of Working with an Investment Advisor

A recent study performed by Charles Schwab found that only one in five self-directed brokerage account participants worked with an advisor in the second quarter of 2019, but those who did had larger balances than non-advised participants. Past performance is no indication of future performance.

To read the entire reports please click on the link here: Study Investment Advisory


Blue Ocean Strategic Capital, LLC was established in 1997.  Our continuous dedication to high-quality service along with a client-centric approach has allowed the company to grow significantly and we now provide planning and asset management for individuals, retirement plans and charitable organizations in fifteen states. We are here to assist you in your individual concerns and goals.