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. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long term approach to investing, and the use of alternative assets to help balance both our risk and return profiles. Our strategies are defensive in nature and do not rely on stock picking or market timing as the primary source of returns.

As CFP (R) professionals our role as a fiduciary is paramount, this is why we embrace a holistic approach to identify the needs and goals of each client first before investing.

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The CFP® (with plaque design) Certification
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Approach

 

Our style of investment management is modeled on Modern Portfolio Theory, as pioneered by Harry Markowitz, who won the noble prize in 1990 studying the effects of asset risk, returns, correlations, diversification and their effects on portfolio returns. Additionally, many of the world’s largest and most famous college endowments have embraced this strategy. The most notable is Yale University and its Manager David Swensen, he is among the most highly regarded and successful endowment portfolio managers. This style and approach are strategically adjusted by OCM to fit clients specific needs, situations, goals, and any personal investment policies.

Investing involves risk including the potential loss of principal. No investment strategy including diversification can guarantee a profit or protect against loss. Past performance is no guarantee of future results.

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

Risk Control

 

We feature 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.