Blue Ocean Global Wealth
Blue Ocean Global Wealth is an investment advisory firm that provides portfolio construction, investment due diligence, and risk management consulting to corporations and institutions. Founded in 2013, founder Marguerita Cheng established Blue Ocean Global Wealth in response to the trends she was tracking in the financial planning and asset management industries. The firm delivers comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives.
ABOUT BLUE OCEAN GLOBAL WEALTH
Blue Ocean Global Wealth strives to be a trusted partner and educational resource.
The firm embraces global diversity and steward the protection, growth, and distribution of their clients' wealth.
The firm manages assets for individuals and families, providing investment management and financial planning services.
BLUE OCEAN'S FOCUS ON TRENDS
The supply and demand imbalance of quality financial planning advice
Lack of global professional and intellectual development opportunities for today's graduates and tomorrow's industry leaders
A maturing financial advisor demographic that merits an innovative partnership solution
Interdependence of their global supply chain with respect to technology, communication, and human capital