Our Services

For Australian Sharemarket Investors

DIY

Model Portfolios

Professional-grade investment strategy straight to your inbox.

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Managed Accounts

Your investments, fully managed by us. We take care of everything.

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Why Choose Us

Expertise

We’ve been doing this for a long time and have gained an appreciation for what works over the long-term.

Alignment

We invest alongside our clients. What’s good for you is good for us too.

Culture

We’re never standing still and continually looking to apply new research to our investment process.

Get the most out of your investment program

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Ocean Asset Research & Management Pty Ltd (ACN: 632 331 321) is a Corporate Authorised Representative (AFSR No. 001276332) of HLK Group Pty Ltd (ACN: 161 284 500) which holds an Australian Financial Services Licence (AFSL no. 435746). Please consider our FSG before acquiring financial services from us.

The information on this website is general information only and does not constitute personal financial advice. We have not taken into account the individual circumstances, financial objectives or needs of any investor when preparing this information. Investors should consider their circumstances and obtain professional financial and taxation advice before making any investment decisions.

Investments illustrated by Ocean Asset Research & Management Pty Ltd are subject to investment risk. Investment value may go down as well as up, and investors may not get back the full amount invested. To the extent permitted by law, we accept no liability for any errors or omissions in, or loss from reliance on, the information provided on this website.

Managed Account service offered by Ocean Asset Management Pty Limited (ACN: 115 615 613) which holds an Australian Financial Services Licence (AFSL no. 340218). This service is only available to wholesale or sophisticated investors as defined by the Corporations Act 2001 of Australia.