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Thomas Yorke

CFP®
Oceanic Capital Management
Red Bank, NJ
Independent Financial and Investment Management Advice

Meet Thomas

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Introduction - Thomas Yorke
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Investing Philosophy - Thomas Yorke
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Life Outside of Financial Advising - Thomas Yorke
Video Transcripts

Oceanic Capital Management is an independent Registered Investment Advisory service, located in the New York metropolitan area. OCM specializes in wealth and portfolio management; they use a holistic and "client-centric" approach to investing.

OCM'S core strategy is to preserve and enhance client wealth using a disciplined and long-term approach. Their style features several key attributes:
• Diversification across a spectrum of asset classes, industry sectors and geographic regions;
• Attention…

Oceanic Capital Management is an independent Registered Investment Advisory service, located in the New York metropolitan area. OCM specializes in wealth and portfolio management; they use a holistic and "client-centric" approach to investing.

OCM'S core strategy is to preserve and enhance client wealth using a disciplined and long-term approach. Their style features several key attributes:
• Diversification across a spectrum of asset classes, industry sectors and geographic regions;
• Attention to the correlation of price movements between various assets under differing market conditions;
• A disciplined focus on portfolio rebalancing rather than on market timing;
• Equity investments characterized by extremely strong market positions and innovation/leadership in their respective sectors.

OCM's goal is stable long-term growth, using asset diversification to achieve superior risk adjusted returns with lower volatility.

Oceanic's Managing Director, Thomas Yorke, has been actively involved with institutional investing since 1986. Working directly from some of Wall Street's largest trading floors he has handled investments in a vast array of asset classes, from Russian equities and Latin American bonds to complex derivative instruments as well the traditional range of listed US investments.

He practices an approach to investing developed by the largest endowment funds and created OCM in 2008 to bring that successful style of diversified investing to his clients. This endowment strategy is focused on long-term growth and using careful asset allocation to generate the highest returns relative to the amount of risk taken. OCM combines this strategy with a specific and predetermined re-balancing directive to eliminate emotion from the investment process.

OCM highly values each of its clients; they will not enter into any agreement if they suspect all parties aren't on the same "investing" page. They can offer clients almost three decades worth Institutional Investing experience, a proven approach, and the technology to insure their customers are well positioned to achieve their goals. Additionally, OCM's principal invests heavily alongside their clients, in many of the products they recommend, so the firm's and the clients' interests are mutually aligned.


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Estate planning

Experience with

Legal professionals

Fee structure

Based on % of assets
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Other post-graduate
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