Independent Financial Advisor
Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically; customized asset allocation strategies. The primary focus is developing a strategic or targeted asset allocation, unique for each client, and then combining it with a periodic rebalancing of the assets, to keep things in the targeted range.
OCM is governed by a strong commitment to diversification, a longer term approach to investing, and the use of alternative assets to help balance both the risk and return profiles. The strategies are defensive in nature and do not rely on stock picking or market timing as a source of returns. Depending on the client and the situation, a slightly more tactical approach may be called for, such as a deliberate overweighting of an asset class, or minimal market timing, but we always rebalance periodically, returning to the target ranges. The role as a fiduciary is taken seriously and evidenced by a holistic approach which identifies the needs and goals of each client.
