Blue Ocean Capital

Blue Ocean Capital offers a comprehensive suite of financial services including investment management, family office support, tax planning, and accounting. The firm builds customized portfolios using fundamental analysis and modern portfolio theory, primarily managing client accounts on a discretionary basis. Blue Ocean Capital tailors its investment strategies to match each client's specific goals, risk tolerance, and time horizon through a personalized Investment Policy Statement. In addition to portfolio management, the firm provides family office services such as cash management, bill payment, estate planning, and administrative support. The team includes Certified Public Accountants and Certified Financial Planners who also offer tax compliance and planning services. Blue Ocean Capital primarily serves high-net-worth individuals, families, trusts, estates, and businesses, generally requiring a minimum investment of $1 million for its core investment supervisory services.