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Many investors believe that in order to protect their capital they have to settle for low-risk investments that hardly outpace inflation. We believe that our clients’ assets should grow to outpace inflation and preserve purchasing power, but should be insulated from periods of extended market decline. Our investment decisions focus on realizing capital appreciation while providing a safety valve to curtail downside risk.

01 ABOUT US

We believe in building relationships and long-term solutions for our clients by offering boutique style consulting backed by long-term experience.

02 PEACE OF MIND

Our primary objective is your peace of mind

From our investment background and wealth management experience, we fully understand that managing the psychological and market risks inherent in investing in today’s markets is a prerequisite to success.

We respect the trust and confidence our clients have in our management skills. In return, we strive to provide our clients with peace of mind and exceptional service.

03 WHAT WE OFFER

Capital Preservation

Wealth Accumulation

Responsive Communications

Peace of Mind

Personalized Service

Risk Management

Accessibility

Financial Planning

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04 OUR APPROACH

Investment Vehicle

After identifying attractive market opportunities, we perform a thorough, multi-level screening process on each potential investment in our client portfolios to ensure that returns are maximized and downside is mitigated.

Research & Analysis

We perform extensive research on all areas of domestic and global markets. This includes analysis of countries, sectors, mutual funds & ETFs. We are constantly watching inflation and interest rates and we closely monitor their effect on all areas of the markets.

Daily Monitoring

Model portfolios are monitored and evaluated on a daily basis. Maintaining our boutique approach enables us time for daily review of our clients investment programs allowing us to quickly respond to ever-changing market environments.

Technical Confirmations

Technical analysis is used in identifying primary market trends. Our established set of disciplines eliminates the need for market forecasting and reduces the emotional turmoil of market volatility.

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05 DIFFERENTIATORS

Communication

We strive for unparalleled communication and service. We are available at any time you have a question or want to review your investment strategy.

Monthly statements are concise and comprehensive. In addition, complete tax-reporting information will be made available to you shortly after year end.

OC Capital Advisory provides frequent market updates that clearly explain what has happened in the financial markets and how market movements have affected portfolios over the relevant period of time.

Focus

OC Capital Advisory has retained its original boutique approach to financial planning and investment management.

We handle investments for individuals, couples, families, trusts and partnerships. We work closely with our clients’ accountants and attorneys to ensure that proper estate planning and financial planning are in place.

Knowledge, Wisdom, & Experience

Our Investment Committee seeks opportunities that meet the overall goals of the various investment strategies employed by OC Capital Advisory along with your specific investment goals. We work as a team, sharing information and expertise to help clients achieve their financial goals. In the ever-changing world of investment and finance, it is our job to proactively understand and prepare you for whatever market environments come our way.

Strategic Alliances

Fidelity Investments® is a service provider to O’Connor Capital Advisory. Fidelity Investments® provides clearing and custody services to O’Connor Capital Advisory. Working with Fidelity Investments® gives O’Connor Capital Advisory access to a wide range of products and services that can help us serve the needs of our clients.

Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account.

06 OUR TEAM

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Jim O’Connor

PRESIDENT & MANAGING MEMBER

Jim is the President and Managing Member of O’Connor Capital Advisory with offices in Scottsdale, AZ and Coronado, CA. He brings a wealth of experience in the investment, real estate development, and hospitality industries. Jim earned his MBA, MIM from Thunderbird School of Global Management and his undergraduate degree from San Diego State University

He and his wife Kelly are actively involved with Coronado High School, Islander Sports as well as their church, C3 San Diego.

Nick Seltun

PRINCIPAL & MANAGING MEMBER

Nick is a Principal and Financial Advisor for O’Connor Capital Advisory. He has an extensive background in the financial industry, but is most passionate about his client relationships. He thoroughly enjoys getting to know his clients, their families and how he can best position their investments in a way that matches their desires and expectations from their portfolio. Nick was previously at Charles Schwab, where he managed over 400 client families, with their assets exceeding $700mm. He desired to eventually partner with a boutique firm to offer a more personalized experience for clients.

O’Connor Capital Advisory was the perfect fit.

Nick is husband to Lynda, and father of 3 wonderful children – Judah, Cali & Ollie. He loves spending time outside with the kids and obliges to requests for nightly tickle fights that end when someone gets hurt.

The Seltun’s are planted in Imperial Beach, CA and enjoy all that So Cal has to offer.

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Nick Seltun

PRINCIPAL & MANAGING MEMBER

Nick is a Principal and Financial Advisor for O’Connor Capital Advisory. He has an extensive background in the financial industry, but is most passionate about his client relationships. He thoroughly enjoys getting to know his clients, their families and how he can best position their investments in a way that matches their desires and expectations from their portfolio. Nick was previously at Charles Schwab, where he managed over 400 client families, with their assets exceeding $700mm. He desired to eventually partner with a boutique firm to offer a more personalized experience for clients.

O’Connor Capital Advisory was the perfect fit.

Nick is husband to Lynda, and father of 3 wonderful children – Judah, Cali & Ollie. He loves spending time outside with the kids and obliges to requests for nightly tickle fights that end when someone gets hurt.

The Seltun’s are planted in Imperial Beach, CA and enjoy all that So Cal has to offer.

Contact Us

We are excited to hear from you and to answer any questions you may have about our firm, our services, or your future. Please fill out the form below and someone from our team will get back with you shortly.

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SCOTTSDALE, ARIZONA

5635 North Scottsdale Road, Suite 170
Scottsdale, AZ 85250
(480) 729-6260

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CORONADO, CALIFORNIA

1172 Orange Ave, 2nd Floor
Coronado, CA 92118
(619) 537-0100

Contact Us

location-az

SCOTTSDALE, ARIZONA

5635 North Scottsdale Road, Suite 170
Scottsdale, AZ 85250
(480) 729-6260

location-ca

CORONADO, CALIFORNIA

1172 Orange Ave, 2nd Floor
Coronado, CA 92118
(619) 537-0100

We are excited to hear from you and to answer any questions you may have about our firm, our services, or your future. Please fill out the form below and someone from our team will get back with you shortly.

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FIDELITY INVESTMENTS®

Fidelity Investments® is a service provider to O’Connor Capital Advisory. Fidelity Investments® provides clearing and custody services to O’Connor Capital Advisory. Working with Fidelity Investments® gives O’Connor Capital Advisory access to a wide range of products and services that can help us serve the needs of our clients. Through our relationship with Fidelity Investments®, you will receive a simplified, consolidated statement each month reflecting all your investment positions and transactions in your Fidelity brokerage account. Log into your Fidelity account by visiting: Fidelity.com

Fidelity Investments is an independent company, unaffiliated with O’Connor Capital Advisory. Fidelity Investments is a service provider to O’Connor Capital Advisory. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by O’Connor Capital Advisory and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Clearing and Custody provides clearing, custody, and other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. [eReview number 755903.2.0]

O’Connor Capital Advisory, LLC

O’Connor Capital Advisory, LLC (OCA) is a registered investment adviser in the States of Arizona and California. OCA may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Past performance is not indicative of future returns, and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.

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