Okemo Capital Management, LLC

Okemo Capital Management provides discretionary investment supervisory services to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and overseeing asset selection, allocation, and ongoing monitoring. The firm reports managing roughly $95 million across about 32 client accounts and generally invests in mutual funds, equities, fixed income, ETFs, real estate vehicles, hedge funds, REITs, private placements and insurance products.

OCM’s investment process is client‑specific and documented in each client’s Investment Policy Statement; the adviser uses charting, fundamental and technical analysis and pursues both long‑ and short‑term trading. Portfolios are managed under discretionary authority, reviewed at least quarterly by the firm’s principal, and custodian execution is typically arranged through Charles Schwab.

A relatively uncommon feature for a small independent adviser, OCM offers performance‑based fee arrangements to qualified investors while also managing traditional asset‑based accounts and documenting policies intended to address resulting conflicts of interest. The firm’s combination of a small, concentrated client base, no stated account minimum, access to alternative and illiquid investments (e.g., private placements, hedge funds) and active strategies such as short sales, margin and options writing distinguishes its service set from many peers.