Systematic investing. Built around you.
For professional investors, institutions, and family offices that require a rules-based approach tailored to their specific risk parameters, asset class preferences, and reporting requirements.
A selective mandate practice for investors seeking systematic portfolio construction.
Oceancrest Capital manages bespoke mandates for a focused group of clients. We work with investors who want a process that adds genuine value and diversification to their broader portfolio.
Professional investors
Separate managed accounts
For professional investors who require a structured, individually managed account built on the same systematic foundation as our flagship TRF strategy, but configured to your mandate.
Family offices
Family office capital
For family offices seeking a disciplined alternative to discretionary management. We apply a rigorous, process-driven framework to multi-asset capital.
Institutional mandates
Institutional mandates
For institutions requiring portfolio management with clear governance, defined risk controls, and structured reporting. We build and manage mandates to your specifications.
Rules-based. Client-specific. No exceptions.
Every mandate we manage follows the same systematic, rules-based investment process. What changes between clients is the configuration, not the discipline.
Mandate design
We work with each client to define the asset classes, risk limits, return objectives, liquidity requirements, and reporting cadence. The process starts with your needs.
Systematic execution
All allocation decisions flow from a defined, rules-based process. Signals are systematic. Risk controls are explicit. There is no discretionary override and no style drift.
Ongoing transparency
Clients receive clear, consistent reporting. We do not obscure processes or performance. You always know what we hold and why.
Is Oceancrest the right fit for your mandate?
Every client mandate is different. We work directly with prospective clients to understand their objectives, risk tolerance, liquidity needs, and long-term goals to determine whether Oceancrest’s approach is the right fit within their broader portfolio.
