Ocean Advisors provides investment guidance through a fee-only business model. We have selected service providers that we use on the behalf of our clients that allow us to more efficiently incorporate strategic allocation and tactical investment strategies in the accounts we manage.
We do not custody assets. Investments are held by the the two financial services firms listed below. Clients always have access to their accounts via the internet or by contacting the custodian by phone.
Please link the following websites for your personal account information:
TD Ameritrade (1-888-613-2401)
https://www.advisorclient.com/AdvisorClientWeb/logon.do
Eqis Capital (1-800-949-9936)
http://www.eqislogin.com/
Investment advisory services are offered through Equitas America, LLC, a federally registered investment advisor and member FINRA/SIPC. Ocean Advisors is independent of Equitas America, LLC. Ocean Advisors is supervised by Equitas America, LLC.
Equitas America, LLC - 38505 Country Club Drive, Suite 110 - Farmington MI 48311
(248)-848-7500
