Investment Advisors

Oyster Consulting offers our investment advisor clients a wide array of services. We recognize that the best run organizations make decisions with representation from key areas including finance, operations, compliance, risk, technology, trading and marketing. We form our points of view in the same way. Diversified experience and backgrounds help us approach each client with a unique perspective.

Oyster’s investment advisor clients include:

  • Retail Advisors
  • SMA/UMA Managers
  • Hybrid Advisors
  • Advisors to Mutual Funds
  • Advisors to Exchange Traded Funds
  • Institutional Advisors
  • Advisors to Retirement Plans
  • WRAP Sponsors
  • Custodians

Our team is made up of experienced industry practitioners, not career consultants. To learn more about Oyster’s services, please complete our contact form or call us at (804) 965-5400 and one of our Relationship Managers will be happy to help you.


“Oyster offers a valuable alternative to the ‘big firms’
which we appreciate.”

~CFO, Large, Institutional Broker-Dealer and Investment Advisor