Our Services
Disciplined Approach to Investing
Oceanus Capital Partners is an institutional investment manager with a highly personalized approach to managing your capital. The firm was created for the specific purpose of bringing a higher quality of investing to families.
You have worked hard to build your assets. You deserve an investment firm with institutional expertise to protect and grow your capital. That service should be consistently delivered at a highly personalized level.
We work closely with your other professional service providers, including CPAs/Accountants, and Estate Planning Attorneys, to provide a complete and seamless experience.
Personal
“I want real people who I know and trust to understand my unique goals advising me now and in the future to help me stay on track.”
We are a client-first firm that believes in personal relationships. We serve you with a team dedicated to working with you for the long term.
Expertise
“I want real knowledge on my financial team, not salespeople pretending to be investors.”
We are not salespeople. We are professional investors offering advice and building institutional-grade portfolios for our clients.
Comprehensive
“I want someone to help me handle everything in my financial life, saving me time and money.”
We can serve as your family’s CFO, handling your investments, advising on business exit strategies, and planning issues big and small.
Fiduciary
“I want an advisor and firm that is acting in my best interest at all times, period.”
We aren’t a public company, incentivized to manage to sales goals and next quarter’s earnings.
We are a private and independent firm, not paid to sell you products, and not incentivized to do anything other than protect and grow your capital. We do better when you do better, period.
Alternatives
“I want more than just plain vanilla stocks and bonds in a portfolio personalized for me.”
Our investment experts source and analyze compelling private investments in combination with traditional investments.
In addition, our team will analyze and vet other private investments offered to your family as well.
Access
“I want to know what we own and why we own it. I don’t want to see my account invested in funds that are being managed by people and teams I don’t even know.”
We don’t farm out investment decisions to other people and funds, which layer on another level of fees.
We have that investment expertise in-house and you have a personal relationship with the actual people making the investment decisions and managing your capital.
