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OCEANIC INVESTMENT MANAGEMENT LIMITED

OCEANIC INVESTMENT MANAGEMENT LIMITED

Description

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How does the advisor help clients – Key Takeaways:

OCEANIC INVESTMENT MANAGEMENT LIMITED is a leading financial management firm that specializes in helping clients achieve their financial goals and secure their future. With a team of experienced and dedicated financial experts, the firm offers a wide range of services and solutions to meet the unique needs and objectives of each client.

  • Comprehensive financial management solutions to help clients reach their financial goals
  • Expertise in various financial services such as investment management, retirement planning, and tax planning
  • Personalized approach to financial planning and wealth management
  • Commitment to providing exceptional customer service and building long-term relationships with clients

Facts and Insights

OCEANIC INVESTMENT MANAGEMENT LIMITED has been in business for over 15 years and has successfully managed over $500 million in assets for its clients. The firm has a team of over 20 advisors who have an average of 10 years of experience in the financial industry. This level of expertise and experience allows the firm to provide valuable insights and guidance to its clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 20 15+ years

Financial Services Offered

OCEANIC INVESTMENT MANAGEMENT LIMITED offers a wide range of financial services to meet the diverse needs of its clients. These services include:

  • Investment management
  • Retirement planning
  • Education planning
  • Tax planning
  • Estate planning
  • Insurance planning

Client Types

OCEANIC INVESTMENT MANAGEMENT LIMITED serves a diverse group of clients, including individuals, families, and businesses. The firm works closely with each client to understand their unique financial goals and develop customized solutions to help them achieve those goals.

Fees & Compensation

OCEANIC INVESTMENT MANAGEMENT LIMITED is a fee-only firm, which means that the firm does not receive commissions from any financial products or services it recommends to clients. This fee structure helps ensure that the firm’s advisors are always acting in the best interest of their clients and not motivated by commissions. The firm’s fees are transparent and based on a percentage of the assets under management, providing an added incentive for the firm to help clients grow their wealth.

Background

OCEANIC INVESTMENT MANAGEMENT LIMITED was founded in 2005 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Since its inception, the firm has grown to become a leading financial management firm, known for its strategic and personalized approach to financial planning and wealth management.

Financial Advisor Disclosures to Know

As a registered investment advisor, OCEANIC INVESTMENT MANAGEMENT LIMITED is required by law to provide full disclosure of any potential conflicts of interest, fees, and business practices to its clients. The firm values transparency and works to maintain open and honest communication with its clients at all times.

Company Information

Main Office

Mail Office

Other Information

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