At Oarsman Capital, we are committed to helping our clients achieve their financial goals by delivering the highest quality investment advisory and portfolio management services. We implement a time-tested investment approach designed to control risk and limit costly portfolio turnover. For taxable portfolios, we also strive to enhance tax efficiency through carefully implemented tax planning strategies
The name Oarsman reflects discipline and focus. Investment success requires disciplined adherence to a proven investment philosophy and relentless focus on meeting the client's goals. Like the dedicated oarsman, we also strive for stability and consistency. We add stability to our portfolios through diversification and high-quality security selection.
Oarsman Capital Mission Statement
We are in business to give our clients peace of mind. We strive for complete understanding of our clients' investment goals, and will work tirelessly to achieve those goals with the least possible risk.