OCM Asset Management

Website: www.ocmassetmanagement.co.uk

Introduction

As a family run business, we understand the delicate balancing act of managing investment growth and protecting capital. In our opinion, it is more important for us to deliver stable investment returns over the short, medium and long term, rather than being a star performer one minute and a fool the next. No one likes shocks, and the need to deliver on agreed outcomes and balance the risks forms the foundation of our centralised investment proposition.

Through our sound and robust investment process, we work with Advisers across the UK to achieve their clients’ goals without taking excessive risk throughout the market cycle.

Models

OBI Active Portfolio range

OBI Passive Portfolio range

OBI ESG Portfolio range

Long Hold Portfolio range

Rebalance schedule

Quarterly, or ad hoc where strategy changes are required

Charges

0.3% DFM service charge per annum (we are VAT exempt)

Contact

Georgina Stone | Deputy CIO

Phone: 01604 621467

Email: Georgina@ocmassetmanagement.co.uk

Legal disclaimer

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