About Oarsman Capital

Oarsman Capital, a Registered Investment Advisor, was founded in 2000 by Robert Phelps and Alan Purintun. Prior to founding Oarsman, Phelps and Purintun were portfolio managers in Robert W. Baird & Company’s portfolio management department, Baird Investment Management. The Phelps/Purintun team has worked together managing client portfolios for more than a decade. At Oarsman Capital, we are committed to helping our clients achieve their financial goals by delivering the highest quality investment advisory and investment portfolio management services. We implement a time-tested investment approach designed to control risk, limit costly portfolio turnover and benefit fully from the return potential of each major asset class. The name Oarsman reflects discipline and focus. Investment success requires disciplined adherence to a proven investment philosophy and relentless focus on meeting the client’s goals. Like the dedicated oarsman, we also strive for stability and consistency. We add stability to our clients’ equity portfolios by blending a well diversifed core portfolio (see description of core portfolio) with performance enhancing complementary asset classes, such as international, small-cap and emerging market stocks. Balanced or fixed-income portfolios have even greater stability with a mix of high-quality bonds anchoring and providing income in the core portfolio. See diagram of Core Portfolio Plus Complementary asset classes. Core Portfolio The core of each portfolio is a balanced portfolio on its own. Oarsman equity portfolios are diversified across all major economic sectors and positioned to benefit from strong market trends. Typical equity portfolios hold 40-50 high-quality individual securities. Balanced portfolios hold a similar number of stocks, plus four to ten high-quality (AA average credit rating) bonds. The proportion allocated to bonds and stocks is determined by each client’s objectives and...