Oceanic Capital Management LLC (OCM) is an independent Registered Investment Advisory, located in Monmouth County, New Jersey. OCM specializes in portfolio management, specifically customized asset allocation strategies. Our primary focus is developing a targeted asset allocation, appropriate for each client, relative to their risk profile, and individual goals. We then periodically rebalance the assets, to keep things in the targeted range. OCM is governed by a strong commitment to diversification, a long-term approach to investing, and the use of alternative assets to help balance both our risk and return profiles.

As CFP (R) professionals our role as a fiduciary is paramount, this is why we embrace a holistic approach to identify the needs and goals of each client first before investing.

About Us

Douglas Lyons, Managing Director, has more than 25 years assisting clients by carefully listening and then partnering with his clients and their other advisors to arrive at the best strategy and solution to meet each client’s unique objectives.

Thomas Yorke, Managing Director, is a seasoned financial professional with over 30 years of both institutional and retail investing experience. An expert in the world of financing, international and emerging markets as well the importance of diversification as a means to reduce risk and stabilize portfolio returns. Mr. Yorke has made a commitment to serve both families and individuals, helping them to grow and protect their wealth.

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Oceanic Capital Management LLC

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