Our clients deserve to have advisors that will be there for them in person on demand. They deserve, to be told with complete transparency all information pertaining to every aspect of their portfolio. Clients via personal pin can see their accounts anytime they wish and understand completely how to read what they see.
The OCM diversification approach is consistently both fundamental and technical. In short, our information mining team collects worldwide economic information then it is applied to each account you have after a technical analysis has been completed on each one. We do not have a crystal ball at OCM. OCM begins each decision with a goal of protecting your principal. This is why we employ money managers with exit strategies, and many other techniques to minimize market downturns.
Shane M. Scott
Vice President, Investment Advisor Representative
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
As professionals with years of experience in financial services, we help more people better. Our business continuity plan includes seven financial advisors with numerous industry awards and over twenty years of experience. We exist to be of service to our clients.