Pam Kopp's Contact Details

Pam Kopp's Company Details

Oxley Capital Management

Cape May, NJ, US • 20 - 49 Employees
Financial Services

OCM is a Registered Investment Advisor specializing in three areas: retirement distribution planning, advisor training and investment technology.Founded in early 2018, John Oxley transitioned from an individual financial advisor of 33 years, into the mastermind behind an upcoming multi-million dollar investment advisor firm.By doing what other firms would not, including the sacrifice of fees and intermediaries, John engineered a firm that places attention, not on the client, but on the individual processes that improve the client experience.Retirement Distribution PlanningOCM designs client portfolios with institutional money managers-professional portfolio traders, who only work through RIAs. In fact, OCM has hundreds of strategies at their disposal to ensure that clients are receiving: A. Best possible rate of return. B. Exit strategies to avoid sharp market downturns. C. And many other tools to solve your unique problems.By emphasizing distribution, versus accumulation, they work differently than other financial advisors. They specialize in safety of principal, tax strategy evaluations and premier exit strategies.Advisor TrainingThe Oxley-Martin 3-year training tenure incorporates best practices from 33 years of work experience, into a program not only for OCM Advisors, but also for other professionals.By training professionals on advanced customer service, emotional training, portfolio design, and much more, OCM has reinvented the way training occurs within an independent advisory world.Investment TechnologyOCM is currently developing several proprietary technologies that will revolutionize the financial industry: including an app, training enhancement program and third-party research provider aiming for launch in 2021.