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:
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.
What historical figures inspire you and why?
Meriwether Lewis and William Clark. Because of their pioneering spirit and courage.
What was the last foreign country you visited and why?
I spent a month in Mysore, India studying the ancient practice of Ashtanga Yoga.
Being raised in St. Louis, what did you dream of doing?
Playing in the N.H.L.
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.
Your father worked his way to the top in Alabama banking and insurance. How did he raise you?
He defined and shaped my moral character.
Starting your art career in Rome, who inspires you artistically?
Marina Abromovich. Because she is a brave and original woman.
Is there anything you do every that helps to refine your interpersonal skills?
Yes, I have a dedicated Ashtanga Yoga practice at the Miami Life Center.
Growing up in Alabama, who was your favorite super hero and why?
Wonder Woman, because she could beat up the bad guys.
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.
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.
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.