Certified Financial Planners™ in Red Bank, NJ

Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Red Bank, NJ (Monmouth County). We are seasoned professionals from nationally recognized firms and have earned the leading designations in the financial industry: Certified Financial Planners ™ (CFP®), Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst™ (CDFA™). We utilize our 50 plus years combined experience to help you navigate life’s important decisions. The financial decisions you make all the way up to and through retirement can be fraught with hurdles, roadblocks, and anxiety. We help you chart a course to a secure financial future.

As CFP® and CFA professionals our role as fiduciaries is paramount. Therefore, we embrace a comprehensive approach to identify the needs and goals of each client first before implementing any strategy.

Approach

We work to help you make informed financial decisions and to simplify your life. Understanding you and your objectives is our priority.

Deep Understanding – Before we invest any money, we determine a client’s goals, tolerance for risk, and time horizon. Only then do we consider asset allocation, asset location, and investment strategies.
Disciplined Portfolio Construction – Based on the specifics of each client’s situation, we provide exposure to a variety of asset types. We seek diversification within each asset type- across industry, sector, size, and geography.
Rigorous Oversight – When implementing an investment strategy, we utilize stringent screening and modeling analyses to achieve the objectives for each client. Once established, we provide ongoing oversight and make changes as necessary.

Risk Control

As CFP ® and CFA professionals in Red Bank, NJ, we focus on controlling risk, so we employ Riskalyze portfolio analytics, a system which calculates an investor’s true risk tolerance and creates a quantitative measurement of that tolerance. We then analyze your current portfolio holdings using the same analytics to determine the true risk number of your current portfolio, suitability of your investments, and the probability of future outcomes. If you would like to see what your true risk tolerance number is, just click the button below.

This communication is strictly intended for individuals residing in the states of Pennsylvania and New Jersey. No offers may be made or accepted from any resident outside the specific state(s) referenced.