Account Links

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)

www.TDAmeritrade.com

Eqis Capital (1-800-949-9936)

www.eqislogin.com/

TradePMR (1-888-723-3767)

www.TradePMR.com