Imagine adding a highly experienced, senior-level investment expert to your team without the high cost. You could scale your business more quickly, your investment offerings would differentiate you from the competition and you would have more time to better serve your clients.
Oyster Capital is your one-stop source for outsourced investment expertise. By providing virtually any aspect of investment strategy, research, advice, access to alternative solutions, communication and content creation, we help you add additional value to your clients' experience.
For the cost of an entry-level employee, Oyster Capital enhances your firm's investment acumen helping you maximize your time and providing you a greater opportunity to scale your business.
Oyster Capital provides you with virtually any aspect of investment-related expertise that can benefit your organization. Some examples include:
Oyster Capital works with you on a contract basis through a customized engagement. The amount of time per month is based explicitly upon your needs:
We can work in the foreground or background. We understand that some advisors choose to be seen as the primary (if not only) point of contact with their clients. Let us be your secret weapon! Other advisors project a team approach that includes experts on staff who can join them at client meetings or present at client appreciation events. How we help you is completely up to you.