Private Investment Management
Oceanic Capital Management LLC (OCM) is committed to helping clients both protect and build their wealth. OCM’s principal combines almost three decades worth of hands on experience with today’s sophisticated technology designed to help customers reach their financial goals. OCM is committed to a diversification process, through proper asset allocation and periodic re-balancing, to help reduce portfolio risk, volatility, and stabilize returns. The process focuses on the relative performance and historic correlations across asset classes, then building individual client portfolios which are not overexposed to any specific asset class or sector. The goal is to achieve a proper balance of traditional and alternative assets that collectively work together to lower portfolio volatility.
OCM is committed to helping clients prepare to handle their obligations even during periods of market stress. OCM will develop a complete and thorough understanding of each client’s needs, goals, and concerns. This financial planning process helps not only to live up to the fiduciary standard, but also maps 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 unwittingly face undue or miscalculated portfolio risks. Thus, care should be taken in these cases to insure no additional assets are too highly correlated to their primary income source.
Every client has a unique situation, but OCM can tackle many complex and diverse financial issues. OCM is committed to helping clients protect and grow their assets while juggling some of the more common issues clients often face, such as:
- College Funding Requirements
- Long Term or Dependent Care
Additionally, some of life’s more complex issues like:
- Insurance Matters
- Occupational Risk Exposure
- Single Stock or Highly Correlated Asset Exposure
- Posthumous Charitable Giving
Consultations will be extremely objective, unbiased, and thorough. They are designed to help completely understand a clients’ needs, desires, and goals. The mission during these consultations, is to study the current situation and lay the foundation for a Personalized Investment Policy Statement. These can help clients navigate traditional and turbulent markets by focusing on portfolio diversification, volatility management and removing emotion from the process.
If you are interested in speaking with OCM about a complimentary private consultation, or just to just to ask some questions about the process, please contact our principal Thomas Yorke directly. Any consultation is strictly informational, designed for you to get a complete understanding of Oceanic Capital Management and its strategies. There is obviously no obligation after the consultation. OCM takes the role of fiduciary seriously and prefers to make sure that OCM is a good “fit” for each client.
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.