Our approach is holistic, responsive and personal. Our clients tend to stay with us for many years, including into the next generation. A good fit is important for all involved.
Characteristics of many of our clients
You may find Oarsman Capital a good fit if you:
- Have $1 million or more of investable assets
- Have made money and just want to enjoy life, confident that your wealth is being looked after
- Are planning a business transfer or succession
- Have experienced a liquidity event—such as an inheritance or sale of business
- Are looking beyond your own lifetime wanting to be sure that your loved ones are well taken care of
- Are looking to minimize taxes
- Value responsiveness and personal connection
Generally we aren’t as good a fit for:
- Those with less than $500,000 of investable assets
- Investors hoping to hit it big on the hot stocks or “swing for the fences” in any one asset class
- Those with a do-it-yourself investing mentality
Get to know us
We’re pleased you’re here. Read more about our team and our investment capabilities.