Updated October 02, 2023
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InterOcean Capital

Investment Advisor Firm
Total assets under management$4.5B
Years in business19+

About InterOcean Capital

InterOcean Capital is a financial firm with a rich history and a forward-looking approach to investment management. Founded in 2005 by Rege S. Eisaman, Mark E. Carr, and Jeffrey S. Camp, the firm's roots trace back to their experience at Morgan Stanley and Bank of America Securities.

The firm's business model centers on providing clients with consulting, financial planning, and asset management services at a competitive price point. Unlike traditional models, IOCG emphasizes a hybrid approach that allows clients to tailor their engagements based on individual needs, avoiding a one-size-fits-all mentality.

InterOcean's investment philosophy revolves around fundamental analysis, active management, contrarian strategies, and robust risk management. Their approach adapts to prevailing market conditions, employing direct hedging methods, emphasizing valuation metrics, and leveraging tactical asset allocation for optimal returns.

With a history of innovation and a commitment to client-centric services, InterOcean Capital continues to evolve, offering comprehensive financial solutions to meet clients' diverse needs.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Asset Management
  2. Wealth Management
  3. Family Office
  4. Financial Planning

More about InterOcean Capital

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
31036923

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Pricing options

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Assets Under Management

Regulatory filings

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