Who We Are

As OCM is an independently operated investment company, we are in a unique position to offer financial services and advise without bias or concern as to the investment broker or fund.  As such, OCM is able to assess each client’s needs on an individual basis in order to provide personally tailored financial solutions, based on the individual’s goals and objectives.

What We Do

With more than 35 years of experience in global investing, OCM provides asset management and strategic advice to high-net-worth individuals, and family offices.

GOALS

Every client’s investment goals, objectives and risk tolerance are different. Therefore, it is most important to identify the individual needs in order to formulate the solution most tailored to fit their unique situation. As such, it’s important to understand this is an ongoing and ever changing process throughout the investment process. An investment strategy fitting the client today will change over time and the client’s circumstances. As the financial advisor, it’s important to be proactive to the changes that take place.

RELATIONSHIP MANAGEMENT

The relationship with your financial advisor is very important. You should fully understand the choices your advisor suggests for you and why. You should be well informed and comfortable with the relationship. Your advisor should always be available to you. Reaching out to you on a regular basis, explaining changes in the markets and corresponding changes in your investment. Regular reviews on a quarterly basis should be mandatory.

Wealth Management Services

Our Asset Management service is customized to achieve the client’s financial goals. The investment strategies will be adjusted in accordance to the changes in the goals and financial status of the client. To achieve the best return while limiting the risk exposure, the portfolio manager reviews and analyzes all portfolios on a ongoing basis.

Experienced Professional

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

Transparent

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

No Conflict of Interest

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

Convenient and Flexible

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

Independent

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

Close Relationship

OCM is an US independent investment advisory firm with offices in Shanghai and Beijing, China. Providing wealth management and retirement planning investment solutions for individual and families.

Value Added Services

Retirement Planning

Retirement planning is an ongoing relationship with your advisor with ongoing changes and rebalancing of your investment portfolio. It is not a ‘Set it and Forget it’, one time task. Life changes as do goals and objectives. A new addition to the family, a change in your job may positively or negatively impact your ability to save and thus your investment goals.

NEVER TOO EARLY

Never too early and never too late. But more importantly is to start now. Create an actionable investment plan and strategy to achieve your goals that you religiously adhere to. This is where your OCM demystifies ‘what’ you need to be doing. As well as ‘how’ you need to do it. As your financial advisor we analyze your present situation, your ability to save along with your goals, objectives, risk appetite to formulate an individualized investment strategy for you and your family.

Ancillary services to Proper Wealth Management:

In order to fully ensure your financial future for yourself and your loved ones, there are a number of very important factors to be accounted for.

Education Planning

For most parents there is nothing more important than their children’s education. Greatly tied to your children’s education is financial planning for this expense. OCM builds and structures a financial plan depending on the individual needs and requirements of the educational expense.

Insurance

Life insurance is a way ensuring your family’s financial security in case of a worst case scenario. Life insurance comes in many different forms and types of insurance policies. The first task is to identify the financial need or amount of coverage needed. Then define the type of insurance that best fits that need. OCM works with independent insurance brokers to be sure the client is properly taken care of and properly insured.

Tax Planning

OCM works with our clients to find the most tax advantageous structure for their investment planning. This varies greatly from country to country and tax experts must be used to confirm the best practices to be used depending on your individual situation.

Inheritance Planning

Will and trust: Almost everyone needs a will and/or trust. A will is the legal document with specific instructions for who is to inherit your estate, outline how minor children are to be taken care for and by who. It is very important your will is prepared by an expert with knowledge of estate planning, taxation, financial and investment planning. A trust, similar to a will is a document that provides legal protection for assets and to ensure the assets are distributed to properly to the beneficiaries. A trust in many cases avoid or reduce inheritance or estate taxes. Wills and trusts are a critical piece to proper succession planning. OSM works with legal experts specializing in wills and trusts for Estate planning.

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