Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory service, located in Monmouth County, NJ. We specialize in wealth management for families, individuals, and small businesses. Specifically we design customized portfolios using a proprietary asset allocation strategy. At OCM our approach is unique for each client. We combine a longer term approach with a periodic rebalancing of the assets, to keep balancess in our target range. OCM is governed by a strong commitment to diversification, correlation analysis, and the use of alternative assets to help balance both the risk and return profiles of our investors. We do not rely on stock picking or market timing as a source of returns, these approaches are often damaging to investor returns. We take our role as a fiduciary seriously and deliberately avoid soft dollar agreements for research or other similar arrangements that might cloud our objectivity. Additionally, our principal invests a significant stake alongside our clients, closely aligning both our company and client interests.
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More Business Info

Independent Financial and Investment Management Advice

BBB Rating
A+
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Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 732-450-1212

Services/Products
* Financial Planning * Financial Planning Consultants * Financial Services * Investment Planning * Investment Securities * Investment Strategies * Investments
Payment method
visa, amex, discover, master card
Location
Lincroft Office Ctr
Amenities
Investment Advisory services, Insurance Consultations, Financial Planning
Categories
Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments
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