At Oceanic Capital Management our team is committed to serving successful Individuals and their families build and protect their wealth. We combine our decades of experience with sophisticated technology to insure our customers are well positioned to achieve their goals. We are committed to a Diversification Optimization process which significantly reduces portfolio risk, volatility, and stabilizes returns. Our process studies the relative performance and historic correlations across our clients’ portfolios to insure they are not overexposed to any specific asset class or sector. Our goal is to achieve a proper balance of traditional and alternative assets that collectively work together to lower portfolio volatility.

OCM clients can sleep well knowing they will be prepared to handle their obligations even during periods of market stress. Our professionals will develop a complete and thorough understanding of their needs, goals, and concerns. A detailed financial planning process will insure we not only live up to our fiduciary standard, but map out a personal investment policy for the future. Clients often don’t realize just how exposed they are to certain risk elements until all their sources of income are examined. When salaries, pensions, bonuses, options and other deferred compensation all have a single source, clients can face massive risks. Thus, extreme care should be taken to insure none of their other assets are highly correlated.

Every client has a unique situation but with our expertise and technology we can tackle many complex and diverse financial issues. We are confident we can grow and protect your assets while juggling some of the more common issues clients face, such as:

College Funding Requirements

Retirement

Long Term or Dependent Care

Weddings

Insurance Matters

Occupational Risk Exposure

Single Stock or Highly Correlated Asset Exposure

Inheritances

Posthumous Charitable Giving

Our professional consultations are extremely thorough and are designed to help our professionals completely understand our clients’ needs and goals. During these consultations, we work with our clients to develop a Personalized Investment Policy Statement designed to outline a clear plan of action and factoring in a series of worst-case scenarios. In traditional markets, investors benefit from well diversified portfolios through lower volatility. In a turbulent market, investors benefit from a well thought out Personal Investment Policy, which predetermines potential exit points and removes emotion from the process.

Our Managing Director is a significant co-investor in many of the products we use to properly diversify customer portfolios and therefore has aligned both customer and company interests. Additionally, we prefer to think of OCM as a surrogate Family Office. We recognize we can’t be experts in every field, but are willing and able to provide recommendations to others from our advisory network. This network includes, but is not limited to:

Personal Insurance (Life)

Property & Casualty Insurance

Accountants

Trusts & Wills Attorneys

Divorce Attorneys

Mortgage & Real Estate Brokers

Furthermore, if you are an OCM customer, and have any additional financial needs we will be at your disposal to assist anyway we can in the due diligence process.

If you are interested in speaking with an OCM professional about a free private consultation, please contact us. This initial consultation is strictly informational, to enable you get a further understanding of who we are and how we serve our customers. There is no obligation to continue a relationship after the consultation. We take our fiduciary responsibility seriously and prefer to make sure that OCM is a good fit before we take on a client.