A practical approach to wealth and investing. For smart, thoughtful investors.

We offer Model Portfolios and Managed Accounts for investing in Australian shares

Model Portfolios

We share our live investment portfolio. You take care of the rest.

Managed Accounts

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

Find Out More

Why

We believe that by pursuing excellence and continually improving our investment process, we’re able to offer a better way.

How

We’ve built our investment strategy upon the high conviction application of the best of what we’ve learned and applied over time.

What

Equity portfolios managed to clearly defined parameters that are repeatable and seek to minimise behavioural biases.

Ocean Asset Research & Management Pty Ltd (ACN: 632 331 321) is a Corporate Authorised Representative (AFSR No. XXXXXXXXXX) of HLK Group Pty Ltd (ACN: 161 284 500) which holds an Australian Financial Services Licence (AFSL no. 435746).

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.