Oceanair Wealth

Oceanair Wealth is an independent, single-advisor registered investment adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates and business owners. The firm offers ongoing portfolio management and standalone financial plans addressing goals such as retirement strategy, cash flow, risk management and estate preservation, and typically charges asset-based advisory fees.

Investment programs are implemented on a discretionary basis and are tailored to each client’s stated objectives, time horizon and risk tolerance; the firm cites fundamental analysis, cyclical analysis and modern portfolio theory as part of its research toolkit and conducts quarterly reviews with rebalancing as appropriate. Oceanair requires clients to custody assets on its chosen institutional platform and may use mutual funds, ETFs, options and, where suitable, private or alternative investments within client portfolios.

Noteworthy aspects of the firm include its very small scale — a newly formed practice with a handful of clients and modest AUM — and an explicit absence of an account minimum, which the brochure indicates can support highly individualized service but also reflects an early-stage advisory business. The firm’s principal holds the CFA designation and maintains several outside business activities, including a private investment vehicle that sources private opportunities; the brochure states these activities do not currently overlap with client relationships, a factor prospective clients may wish to consider with respect to potential conflicts of interest.