Our Expertise
The
OCM Difference
HOW?
HOW?
We have done the due diligence to curate the industry's best technology, resources, and research unencumbered by corporate influence to ensure our clients' needs are prioritized.
WHY?
WHY?
Our unique combination of experience and youth. Wherever they are, our clients access to our proprietary strategies, extensive resources, and network sets us apart.
WHO?
WHO?
We are extremely selective in whom we choose as clients in order to provide superior advice and align our resources with their complex, sophisticated needs.
Financial Planning
It is critical to invest with purpose. Your customized financial plan is the foundation upon which our investment advice is based. This advice is built specifically to efficiently and effectively accomplish your unique goals.
Portfolio Management
Run a detailed analysis of your current portfolio to identify redundancies in underlying positions and opportunities for cost efficiency. Create a custom asset allocation which incorporates passive and active strategies with an emphasis of after-tax results.
Retirement Planning
Increase your confidence in your retirement timeline. Complete a Social Security benefit maximization analysis. Understand the tax impact of your distribution strategy. Navigate the complexities of residences in different states.
Custom Lending
Both sides of your balance sheet are important. Determine how to effectively use leverage by designing and executing the appropriate lending strategy working with a curated list of banks and mortgage bankers.
Legacy & Estate Planning
Align your asset titling with your current estate plan. Identify potential structural gaps or tax pitfalls. Trust Administration - Irrevocable, Charitable, Marital and Credit Shelter
Tax Strategy
Proactive approach to identify opportunities designed to reduce the impact of taxes on your portfolio. Maximize tax-efficiency in accumulating and distributing your wealth.
Alternative Investments
Diversifying with equities, fixed income, and cash may not be enough. Private equity, hedge funds, real estate, and structured investments are a few examples of satellite strategies that can be integrated around a core portfolio to either reduce risk, enhance performance, or supplement income.
Cash Management
Eliminate unnecessary cost. Increase flexibility and access. Implement a strategy to use liquidity as a tool to more effectively accomplish your broader financial objectives.
Risk Management
More clearly understand your current portfolio risk. Reduce unnecessary risk. Determine what minimum level of risk is reasonable to accomplish your goals within your timeline. Analyze costs and type of insurance.
Our Process
Prioritize
Strive to learn what is most important to you, what you hope to accomplish, and what concerns keep you up at night.
Analyze
Conduct an in-depth look at your financial picture using advanced planning techniques and what-if scenarios. Stress test for potential vulnerabilities in your current plan and uncover alternate opportunities geared toward maximizing your success.
Customize
Answer the tough questions: how long will your money last? What impact will market conditions have on your ability to accomplish your goals? Work together to customize a plan that gives you the confidence to know how and when you can achieve your goals.
Execute
Implement the strategies that are designed to maximize the potential for meeting your goals on your timeline. Monitor your financial plan and ensure that it has the flexibility to evolve as your life unfolds and your needs change.
"Managing assets is about developing and executing strategies to control what we can as well as understand how what we can't impacts client outcomes. Traditional 'industry standard' allocation models may face increasing challenges in an inflationary environment. By controlling the terms of strategic risk exposure, through proprietary, customized vehicles, we are delivering a measurable advantage. OCM is built to evolve quickly, and we are excited to lead the way in our industry for the benefit of our clients."
OCM
An OCM strategy utilizes both public and private investments including our propriety individual equity and fixed security strategies providing a more targeted approach in order to more effectively control specific risks.*
Traditional Approach
Traditional asset allocation strategy utilizing broad based public ETFs and Mutual Funds can leave an investor with exposure to areas of the market in direct conflict to their investment philosophy.
*Any percentages reflected in the chart above are for illustrative purposes only and do not represent a recommendation by OCM.
common questions
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other’s best interests.
A Registered Investment Advisor (RIA) is a firm who advises high-net-worth individuals on investments and manages their portfolios. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in their clients’ best interests.
As the first word of their title indicates, RIAs are required to register either with the Securities and Exchange Commission (SEC) or state securities administrators.
For more than 30 years, CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put their clients’ interests first. That’s why partnering with a CFP® professional gives consumers confidence today and a more secure tomorrow.
Our unique combination of and experience and youth. Wherever they are, our clients access to our proprietary strategies, extensive resources and network sets us apart.
Absolutely not. Our strongest relationships are built on mutual trust, where we can focus on empowering clients to make better decisions, not give up control.
Yes. We coordinate with client’s current network to facilitate accounting, legal, and lending needs.
