We are held to a Fiduciary Standard!

Simply put, Blue Ocean Portfolios has a legal obligation to serve your interest and your interest only.  Very few investment advisors assume this role.  In fact, we have been endorsed by Matt Hutchinson – Independent Fiduciary as one of the few 401(k) providers in America who have demonstrated true fiduciary behavior.

A “fiduciary standard” is a much higher standard than the “suitability standard" that applies to stock brokers, mutual funds, and most investment advisors.  To put it simply, a "fiduciary standard” requires Blue Ocean Portfolios to manage your wealth in a way that always aligns with your best interests.  A “suitability standard”, however, allows brokers and advisors to sell you any product that is “suitable” but not necessarily “best”.  Under this suitability standard, a vast majority of brokers and so-called advisors sell you products that earn them up-front and trail commissions.  And these commissions are often cleverly hidden from you.  Are these types of arrangements good for you or the advisor?  

Blue Ocean Portfolios, on the other hand, never earns commissions from the investments in your account.  We must and will always look for the best investment vehicle to meet your goals – not ours!   Any and all money we earn from our relationship with you or your organization is shared with you.  Ask other investment advisors if they will do the same.  In fact, ask them to put into writing.

As you explore and discover more about Blue Ocean Portfolios, you will learn why our process is different, how behavioral decisions impact our investments, and why Blue Ocean Portfolios decries the concept of “Past Performance” and supposed “Gurus” that know what tomorrow will bring in the market.