Overseas Capital Management
Local Focus, Global Reach
WHAT WE DO
With decades of experience that OCM’s portfolio manager have, OCM provides asset management and strategic advice to High-Net-Worth Individuals (HNWIs), individuals and family offices.
Asset Management Services
The term asset management is synonymous with wealth management. As a financial service provider, our job is to ensure proper management of the assets of our clients. The task includes not only providing professional advice, but also making investment decisions based on each client’s investment strategy, risk tolerance and financial situation.
OCM specializes in building investment strategies individually designed to meet our clients’ goals and objectives. We develop a plan for optimal use of retirement accounts and recommend and manage the appropriate asset allocation for our clients. This is an ongoing process throughout the entire relationship with the client. As needs or situations change, the investment strategy is properly aligned to match the new goals and objectives.
Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death. Having one’s affairs properly in order gives peace of mind as well as ensuring and facilitating a smooth transition and management of assets at a very stressful time.
A university education is one of the most valuable gifts a parent can give to a child. How much will you need to save each year to make sure the money is there when your child heads off to college?
Other Services Provided by Third-Party Providers
OCM recommends third-party providers who are trusted professionals, to provide other advisory services in addition to the wealth management OCM provides.
- Retirement Planning
- Estate Planning
- Education Planning
- US Tax Consultancy
- Life Insurance
- Wills and Trusts