Oars Capital
Oars Capital (CRD# 153198) is a financial advisory firm headquartered in Dillsburg, PA. They manage $329,109,903 in 700 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management329MILLION
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Total Number of Accounts700ACCOUNTS
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Average Account Value$470,157
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, FL, MD, NY, PA, TX, VA
I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.
Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.
I work with every client to put together a plan for your specific needs and goals. Many factors can influence the best way to manage your portfolio. I’ll work with you to understand your factors and create a custom portfolio specifically designed for your objectives.