Proprietary Strategies

When designing a portfolio, we consider various strategies depending on the client’s risk threshold, time horizon and personal financial objectives. These components affect the composition of the asset allocation. Portfolios will be designed using a framework of investing with intention to create a specific outcome.

Many of the investment strategies discussed herein are unique to OCM. If you have any questions regarding the technicality of the below strategies, please contact an Investment Advisor Representative today.

Smart Beta Strategies

Following the substantial loss incurred via large cap and growth stocks during the 2000-2002 bear market, investors have sought to diminish portfolio volatility and protect their principle from loss. Again, in 2008, the desire to integrate an exit strategy into investor portfolios became more pronounced. Hence, came the smart-beta strategy.

    Factor Investing Strategies

    Investors looking for downward protection in a volatile market environment might add exposure to minimum volatility strategies to reduce risk, while investors who are comfortable accepting increased risk might look to more return-seeking strategies like momentum.

    This is called Factor Investing. Factor investing identifies characteristics of securities that can be targeted with investable securities and structuring portfolios to either capture or avoid specific factors in a systematic way.

    Smart beta stratgies target factors using a rules-based approach, usually with the goal of outperforming the market-cap weighted benchmark. Enhanced strategies use factors in more advanced ways-trading across multiple asset classes.

    Stock Options Strategy

    Our Options Trading Program is operated in-house, using a professional trading team to manage client assets with discretion. Our provable track record originates from an active management style developed by Ted Friel III, a former options specialist who formerly worked on the Philadelphia Stock Exchange and is listed on Bloomberg Businessweek.

    Our strategy integrates both fundamental factor and implied volatility based investment strategies to capture profit throughout both short and long-term time horizons.

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