Core Principles

Client Centric

At OceanIQ Capital, we have only one boss: the client. As an independent firm, integrity is our highest priority. We pay close attention to our clients’ needs, investing the time to listen carefully and build a thoroughly accurate, detailed understanding of every individual’s financial situation. This level of deep assessment assures that we are able to help preserve and growth our client’s wealth

Resourceful Relationships

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 it be by providing internships to instill financial experience in the youth, advising on immigration matters, real estate transactions, or by connecting client companies with venture capital sources, our resources are here to serve.

Resourceful Relationships

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 it be by providing internships to instill financial experience in the youth, advising on immigration matters, real estate transactions, or by connecting client companies with venture capital sources, our resources are here to serve.

Open Platform

OceanIQ Capital is effectively a one-stop service for our client families. Through our open structured investment platform, we provide our 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. In addition, we also offer tax planning, risk management, philanthropic planning, corporate management, education consultation, and real estate investing advice.