Independent Financial and Investment Management Advice

General Info

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.

Extra Phones

Phone: 732-450-1212

Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Categories

Investment Management, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Securities, Investments

Services/Products

* Financial Planning * Financial Planning Consultants * Financial Services * Investment Planning * Investment Securities * Investment Strategies * Investments

Payment Options

Location

Lincroft Office Ctr

Amenities

Investment Advisory services, Insurance Consultations, Financial Planning

Other Links

https://www.oceaniccap.com

http://forwardcapital.net

http://oceaniccap.com

Other Information

Certifications: Certified Financial Planner