Oxley Capital Management Email Format

Financial ServicesNew Jersey, United States2-10 Employees

Oxley Capital Management (OCM) is a Registered Investment Advisor based in North Cape May, New Jersey, established in early 2018. The firm focuses on three core areas: retirement distribution planning, advisor training, and investment technology, aiming to improve the client experience by optimizing processes rather than relying on traditional fee structures and intermediaries. In retirement distribution planning, OCM designs client portfolios through professional portfolio traders who operate exclusively through RIAs, offering strategies that emphasize principal safety, tax considerations, and exit options to manage market downturns. The company also delivers a three-year training program, the Oxley-Martin tenure, which integrates decades of experience into professional development for OCM advisors and other professionals, and is advancing proprietary technologies, including an app and training enhancements, with several initiatives underway. The target market comprises independent advisory professionals seeking specialized distribution-focused investment approaches, advanced client service practices, and enhanced portfolio design capabilities within the broader financial services industry.

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