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        (732) 345-1533CallVisit WebsiteVisit WebsiteMap & DirectionsDirections125 Half Mile Rd Ste 200Red Bank, NJ 07701Write a ReviewWrite Review

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        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.
        Email
        BBB Rating
        A+
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        BBB Rating and Accreditation information may be delayed up to a week.
        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
        Other Links

        https://www.oceaniccap.com

        http://forwardcapital.net

        http://oceaniccap.com

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

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        Details

        Phone: (732) 345-1533

        Address: 125 Half Mile Rd Ste 200, Red Bank, NJ 07701

        Website: https://www.oceaniccap.com

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