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CULTURE

Our advantage begins with an entrepreneurial culture and an independent mindset

PROCESS

Collaboration across experienced fixed income and equity portfolio managers

SOLUTIONS

Focused on providing customized long-term active asset management solutions in concert with premier client service

About

OceanSquare is a boutique institutional investment firm founded in 2017 offering our clients the experience of a large asset management firm, with the benefits of a boutique investment platform – versatility and personal client service. Launched to provide our clients with a unique, active investment approach, OceanSquare implements its investment advisory services as a Pennsylvania based and privately owned firm offering high concentration strategies with low index correlation.

Our Mission

Our mission is to create sustainable long-term capital appreciation to ensure increased financial security for our clients. As we pursue that mission, we are regulated by our employee owned culture and firm beliefs in the role as fiduciary. Leveraging our talented team of investment professionals along with a strong infrastructure, OceanSquare offers investors the requisite foundation for today’s fluid markets.

Christopher R. Coolidge, CFA

Chief Investment Officer, Fixed Income

“OceanSquare’s commitment to active management is the foundation of our investment approach. It is simple yet calculated. Our portfolios are built from a time-tested process with extensive collaboration, dedicated to generating long term performance and capital appreciation for our clients.”

About

OceanSquare is a boutique institutional investment firm founded in 2017 offering our clients the experience of a large asset management firm, with the benefits of a boutique investment platform – versatility and personal client service.  Launched to provide our clients with a unique, active investment approach, OceanSquare is a Pennsylvania based privately owned SEC-registered investment adviser offering high concentration strategies with low index correlation.

Our Mission

Our mission is to create sustainable long-term capital appreciation to ensure increased financial security for our clients. As we pursue that mission, we are regulated by our employee owned culture and firm beliefs in the role as fiduciary. Leveraging our talented team of investment professionals along with a strong infrastructure, OceanSquare offers investors the requisite foundation for today’s fluid markets.

Christopher R. Coolidge, CFA

Chief Investment Officer, Fixed Income

“OceanSquare’s commitment to active management is the foundation of our investment approach. It is simple yet calculated. Our portfolios are built from a time-tested process with extensive collaboration, dedicated to generating long term performance and capital appreciation for our clients.”

Why OceanSquare?

OceanSquare provides a tailored experience for our clients that all begins with our dedication to providing the highest level of client service. The experience is supported by our employees who are empowered to find solutions, overcome the regulatory obstacles, and deliver superior service.

Discover how OceanSquare can help you achieve your investing and financial goals.

Discover

Get to know how we approach investment management and our philosophy.

Learn

Contact OceanSquare today to start effectively managing your assets and growing your business.

Connect

Discover how OceanSquare can help you achieve your investing and financial goals.

Discover

Get to know our team of executives and learn how their experience will accelerate your returns.

Learn

Contact OceanSquare today to start effectively managing your assets and growing your business.

Connect