Interocean Capital

InterOcean Capital Group, LLC is a financial advisor firm based in Nashville, TN, established as a wholly-owned indirect subsidiary of Focus Financial Partners, LLC. The firm primarily offers wealth management and portfolio management services to high net worth individuals, trusts, charitable organizations, and other clients. They provide customized investment strategies, including large capitalization equity portfolios, equity income strategies, equity hedge strategies, global ETF portfolios, and tactical diversifying portfolios. Clients can engage the firm on a discretionary or nondiscretionary basis, with the ability to impose reasonable restrictions on investment decisions. InterOcean Capital Group, LLC charges management fees ranging from 0.05% to 1.25% of assets per annum, with fees calculated gross of margin. The firm may also receive compensation from third-party referrals and conference sponsorships. The firm has a Proxy Voting Policy in place to address fiduciary duties related to voting client securities. InterOcean Capital Group, LLC maintains custody of client funds through qualified custodians and has established procedures to ensure the protection of client assets. Clients receive regular account reviews, reporting, and access to customized financial planning services. For more information on how InterOcean Capital Group, LLC handles personal information and privacy, clients can refer to the firm's Privacy Notice. Clients have the right to limit sharing of personal information for certain purposes as outlined in the notice.