At Oceanis Financial Advisors, we offer discretionary investment advisory and consulting services.
What does discretionary mean?
Discretionary advisory services means that the portfolio manager individually and independently manages the funds and securities of each client in accordance with the needs of the client. At OFA, we strive constantly and continuously to remain worthy of the trust that clients place in us by performing at or above expectations.
How does it work?
After formalizing a service contract with Oceanis Financial Advisors, Inc., the client provides funds access to OFA to start the established management plan.
Consulting and advisory services are offered on a continuous basis. The allocation of assets to be managed in cash, bonds, stocks and/or mutual funds, will allow, according to their diversity, to take the best advantage of current markets and maximize results. It should be understood that some restrictions may be imposed with respect to the investment of certain securities or types and classes of securities.
Service contracts may be terminated by our clients at any time (certain conditions apply).
Our Services
- Financial Planning Service
- Portfolio Management for Individuals and Small Businesses
- Corporate Portfolio Management (Companies, Organizations or Institutional Clients). Does not apply to Investment Companies.
Our Products
We offer advice on the following investment products:
- Securities: equity; publicly traded; over-the-counter and foreign issuers (including ADRs, EDRs and GDRs); U.S. Government; Investment Company (including variable life insurance products); mortgage-related and other asset-backed securities.
- Municipal securities
- Bank loans
- Corporate Debt
- Variable Annuities and Mutual Funds
- Certificates of Deposit
- Interests in partnerships investing in real estate, oil and gas interests
- Foreign Currency Forward Contracts
- Collateralized Debt and Collateralized Mortgage Obligations
- Private Placements
For more information, please request our informative brochure