Registration as an investment advisor does not indicate that the adviser has attained a particular level of skill or ability. It is very important to do your own due diligence when selecting a firm to manage your wealth. We invite you to request a copy of our Code of Ethics to learn more about our stringent compliance programs.
OCM has adopted and implemented written policies and procedures reasonably designed to prevent violation, by our firm and our employees, of the Investment Advisers Act of 1940 and the rules that the U.S. Securities and Exchange Commission has adopted under the Act. Prospective and current clients are welcome to request a copy of our policies at no cost by contacting our firm at firstname.lastname@example.org
The additional services that we reference here are facilitated by third-party providers, i.e. tax advisors, insurance agents, attorneys, and they are independent of Overseas Capital Management LLC. Our firm does not make any representations or warranties concerning the services offered by these third-parties. Overseas Capital Management LLC does not compensate the third-party providers, directly or indirectly, for a testimonial or endorsement, nor do the third-parties compensate our firm, directly or indirectly, for making you aware of their services. Overseas Capital Management LLC will only recommend that our clients seek third-party advice when it is in the client’s best interests. You always have the right to engage a professional of your choosing.