Delivering Value Added Investment Solutions
With over 140 years of combined industry experience, our team is comprised of qualified investment professionals with multi-disciplinary backgrounds and extensive experience in providing tailored investment solutions.
OFS is a wholly owned subsidiary of Ocean Bank, the largest privately held commercial bank chartered and based in Florida. With over $4.4 billion in assets and 23 South Florida branches, Ocean Bank has earned 5-star rating from Bauer Financial (its highest classification), reflecting the Bank’s financial strength and solvency.
We firmly believe in the power of an unbiased approach to investing. Consequently, through our strategic alliance with our clearing firm, Axos Clearing, we provide a broad range of best in class financial products and services through an open architecture platform. This allows us to tailor our comprehensive financial solutions to meet the objectives of our clients.
A Holistic Approach To Tailored Investment Solutions
At Ocean Financial Services, we strive to clearly understand the financial goals and objectives of our clients. Then, through a holistic approach, we work with our clients to develop tailor-made investment solutions uniquely suited to achieve superior and consistent results.
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