Oceanic Capital Management LLC

Oceanic Capital Management provides investment supervisory services and financial planning to individuals — including high-net-worth and non‑HNW clients — as well as to institutional clients such as banks, pension plans, and charitable organizations. The firm manages roughly $64.6 million in client assets across discretionary and non‑discretionary accounts and also advises on insurance and annuity products when appropriate.

The firm’s investment approach centers on diversified, multi‑asset allocation models that draw on modern portfolio theory and may include fixed income, equities, commodities, real estate, precious metals, currencies, private equity, and absolute‑return funds. OCM uses both fundamental and technical analysis, periodic rebalancing, and a mix of long‑ and short‑term strategies, and it offers clients the option of non‑discretionary management while performing individualized risk profiling during onboarding.

Noteworthy differences from many peers include the principals’ roles as licensed insurance producers who may sell annuities and other insurance products for commissions, a relationship the brochure discloses as a potential conflict of interest. The firm also organizes no‑charge educational seminars and workshops on topics such as Social Security and retirement planning and typically favors ETFs and exchange‑traded products over mutual funds, while periodically referring clients to third‑party managers.