Sean McKeon

Functions as a College/University

Functions as a College/University

OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers.

FundX structures a portfolio consistent with the client’s stated financial goals, time frame and risk objectives. They invest client assets in no-load mutual funds and/or ETFs in accordance with the firm’s observation that this approach offers clients both diversification and modest expenses. Their research team employs charting, fundamental, technical and cyclical methodologies in its securities analyses.