CORE PRINCIPLES
CORE PRINCIPLES
CORE PRINCIPLES
CLIENT CENTRIC

At OceanIQ Capital, we have only one boss: the client. As an independent firm we choose to make integrity our highest priority, which means always privileging the client’s interests above our own. We pay close attention to our clients’ needs, investing the time to listen carefully and build a thoroughly accurate, detailed understanding of every individual financial situation. This kind of deep assessment assures that we are ideally positioned to achieve the preservation and growth of our clients’ wealth.

Client Centric
CLIENT CENTRIC

At OceanIQ Capital, we have only one boss: the client. As an independent firm we choose to make integrity our highest priority, which means always privileging the client’s interests above our own. We pay close attention to our clients’ needs, investing the time to listen carefully and build a thoroughly accurate, detailed understanding of every individual financial situation. This kind of deep assessment assures that we are ideally positioned to achieve the preservation and growth of our clients’ wealth.

CLIENT CENTRIC

At OceanIQ Capital, we have only one boss: the client. As an independent firm we choose to make integrity our highest priority, which means always privileging the client’s interests above our own. We pay close attention to our clients’ needs, investing the time to listen carefully and build a thoroughly accurate, detailed understanding of every individual financial situation. This kind of deep assessment assures that we are ideally positioned to achieve the preservation and growth of our clients’ wealth.

Client Centric
RESOURCEFUL RELATIONSHIPS

We seek not to be only our clients’ financial advisor, but also their trusted advisor in matters extending far beyond their portfolio. We are a uniquely dedicated firm, serving our clients through financial and investment expertise, but also leveraging all of our vast connections in service of our client families. Whether by providing internships to instill financial experience in the second generation, advising on immigration matters or real estate transactions, or by connecting client companies with venture capital sources, our excellent resources are as broad as the needs of those we serve.

Resourceful Relationships
RESOURCEFUL RELATIONSHIPS

We seek not to be only our clients’ financial advisor, but also their trusted advisor in matters extending far beyond their portfolio. We are a uniquely dedicated firm, serving our clients through financial and investment expertise, but also leveraging all of our vast connections in service of our client families. Whether by providing internships to instill financial experience in the second generation, advising on immigration matters or real estate transactions, or by connecting client companies with venture capital sources, our excellent resources are as broad as the needs of those we serve.

RESOURCEFUL RELATIONSHIPS

We seek not to be only our clients’ financial advisor, but also their trusted advisor in matters extending far beyond their portfolio. We are a uniquely dedicated firm, serving our clients through financial and investment expertise, but also leveraging all of our vast connections in service of our client families. Whether by providing internships to instill financial experience in the second generation, advising on immigration matters or real estate transactions, or by connecting client companies with venture capital sources, our excellent resources are as broad as the needs of those we serve.

Resourceful Relationships
AN OUTSTANDING OPEN PLATFORM

Through our open structured investment platform, we are able to provide clients with an expanded range of investment vehicles, including stocks, mutual funds, bonds, private equities, hedge funds, commodities, real estate, art collections, insurance, IPOs, private company shares, mergers and acquisitions. Unlike other firms, we are not limited solely to proprietary products. And, beyond traditional investment management, we also offer tax planning, risk management, philanthropic planning, corporate management, education consultation for the next generation, venture capital, and real estate investing. OceanIQ Capital is effectively a one-stop service for ultra-high net worth families.

Open and Outstanding Platform
AN OUTSTANDING OPEN PLATFORM

Through our open structured investment platform, we are able to provide clients with an expanded range of investment vehicles, including stocks, mutual funds, bonds, private equities, hedge funds, commodities, real estate, art collections, insurance, IPOs, private company shares, mergers and acquisitions. Unlike other firms, we are not limited solely to proprietary products. And, beyond traditional investment management, we also offer tax planning, risk management, philanthropic planning, corporate management, education consultation for the next generation, venture capital, and real estate investing. OceanIQ Capital is effectively a one-stop service for ultra-high net worth families.

AN OUTSTANDING OPEN PLATFORM

Through our open structured investment platform, we are able to provide clients with an expanded range of investment vehicles, including stocks, mutual funds, bonds, private equities, hedge funds, commodities, real estate, art collections, insurance, IPOs, private company shares, mergers and acquisitions. Unlike other firms, we are not limited solely to proprietary products. And, beyond traditional investment management, we also offer tax planning, risk management, philanthropic planning, corporate management, education consultation for the next generation, venture capital, and real estate investing. OceanIQ Capital is effectively a one-stop service for ultra-high net worth families.

Open and Outstanding Platform
OceanIQ Capital

  333 Twin Dolphin Dr., Suite 100 Redwood Shores, CA 94065 Office 415-432-7580


Copyright 2015 OceanIQ Capital — All rights reserved.

OceanIQ Capital

  333 Twin Dolphin Dr., Suite 100 Redwood Shores, CA 94065 Office 415-432-7580


CONTACT US


Copyright 2015 OceanIQ Capital All rights reserved.

OceanIQ Capital

  333 Twin Dolphin Dr.,
Suite 100 Redwood Shores,
CA 94065
Office 415-432-7580


CONTACT US


Copyright 2015 OceanIQ Capital
All rights reserved.

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