We understand family culture, wealth planning coordination, and help to create a sustainable family legacy.

As a leading independent family advisory firm, we thrive on the complex challenges of transferring both wealth and wisdom. CobaltSea adheres to the following principles:

Family Focused

We work with families to intimately understand your needs, identify the purpose of your wealth, and then deliver institutional-grade investment advice tailored to your unique family.

Client First Philosophy

CobaltSea is a wealth management firm that emphasizes the building of lasting relationships with clients where services are based on fiduciary responsibility, integrity, and comprehensive personalized service.

Fiduciary Standard

As a fiduciary advisory firm, CobaltSea always act in the best interest of our clients. Families can rest assured that we will provide objective, invaluable insights with no bias or conflict of interest.

Independent

We have strongly aligned the interests of the firm with our clients. CobaltSea’s assets under management fee is the only source of compensation for our services.

Modern Portfolio Theory & Efficient Markets

We believe strongly in the theory of efficient markets and the importance of managing risk in designing portfolios. CobaltSea focuses on maximizing the risk-adjusted return of portfolios by combining non-correlating asset classes, emphasizing the understanding and control of risk.

Cobalt Sea Bios & Our Partners


James Carlton

James Carlton is the Founder and President of CobaltSea Advisors. He started his Wall Street career with Bear Stearns, followed by stints with Lehman Brothers and Oppenheimer. James founded Cobalt Sea with the focal idea of convening a globally talented, academic team, with a best-in-class culture that provides holistic, multigenerational advice to wealthy families on a fee-only basis. He is responsible for leading the strategic, operating, and financial management activities of the firm and its clients.

He has BBA in International Business from the University of Texas at Austin.

 


Gina Martin

Gina joined CobaltSea Advisors to help lead the firm’s growth and expansion. Previous to CobaltSea, Gina was the Director of Marketing & Client Relations for F.I.M. LEGNO S.p.A., international freight forwarders based outside of Milan, Italy. Gina’s passion for the holistic family point of view, and unlocking the opportunities it provides wealthy families, led her to CobaltSea and has helped shape the firm we are today.

She has a Masters in Fine Arts from Claremont Graduate University, CA, and a BFA from Spring Hill College, AL.

 


Loring Ward – San Jose, CA

Loring Ward

Portfolio Management and Customized Client Services

Loring Ward manages more than $14.8 billion in assets as of April 2017.

For over two decades, Loring Ward has provided portfolio management and customized client services to a select group of America’s most knowledgeable and successful Independent Financial Advisory firms like CobaltSea Advisors. Loring Ward is headquartered in San Jose, California.


Dimensional Fund Advisors – Austin, TX

Dimensional Fund Advisors

Asset class portfolios for Institutional Investors and Independent Investment Advisors.

Dimensional Fund Advisors has $497 Billion under Management as of March 2017.

Fund shares are not available directly to individuals but are limited to a select group of financial firms like CobaltSea Advisors. Our relationship with Dimensional is long-standing and based on shared views about how capital markets work and how best to provide clients with a successful investment experience.

For more than 30 years, DFA has helped investors pursue dimensions of higher expected returns through advanced portfolio design, management, and trading. Their enduring philosophy and deep working relationships with the academic community underpin their approach to investing and form the foundation for new strategies. Dimensional Fund Advisors is headquartered in Austin, TX.


Charles Schwab – San Francisco, CA

Charles Schwab

The largest provider of dedicated custodial services to Independent Investment Advisors.

Charles Schwab has $2.92 trillion under management as of March 31, 2017.

CobaltSea Advisors has chosen Charles Schwab as the custodian for their client assets. For four decades, Charles Schwab Institutional has been committed to client service, low trading costs, and a dedication to operational efficiency. Charles Schwab is headquarterd in San Francisco, CA.

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PHONE: 305-922-3339
 

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