"AN INVESTMENT IN KNOWLEDGE PAYS THE BEST RETURNS"
WHAT WE DO
Discover the wide range of financial services we at Ocean Pacific Investments offer to help you achieve your dreams and goals. From equities and annuities to fixed income and insurance we offer Tax strategies as well as real estate investing made simple we provide tailored solutions to secure your financial future.
Meet the Team
Schawn Andes
President Co-Founder
After attending College at Virginia Polytechnical Institute and when a promising Baseball career ended Schawn went to work for a civilian defense contractor as an accountant. He moved on to work for years with Caterpillar as an account Financial officer. Deciding to venture out on his own he has started many successful businesses in a lot of different industries. Settling in the Financial world Schawn is a licensed CPA with years of real world experience setting up next level tax strategies as well as Real Estate investing.
Jeffrey Geel
Executive VP Co-Founder
Jeffrey is an independent investment advisor with 30+ years of experience helping investors design custom investment strategies. Jeff created the J4 Total Return Investment Strategy – suitable for investors who seek a combination of long-term capital growth and current income. He holds the FINRA Series 65 license - required for individuals to act as investment advisors in the US. In addition, he is licensed (NPN 533235) as an insurance producer qualifying him to work with life insurance and annuity contracts in the States of IL, FL, & MN. He earned a BS degree – Finance & Law - from Illinois State University (aka the Harvard of the Midwest). Jeff resides in Saint Anne, IL - near his family farm and is a HS football coach for the Saint Anne Cardinals!
Diversification
Ocean Pacific Investments offers a wide range of tailored strategies to meet your specific needs. From equity investment to real estate investment, fixed income, and insurance solutions, we are here to help you achieve your financial goals.
Total Return Strategy
At O.P.I we have our J4 total return strategy which is an investment approach that focuses on generating returns from both capital appreciation and income. This involves investing in a diversified portfolio of assets, including stocks, bonds, and other, with the goal of achieving long-term growth. By taking a total return approach, investors can potentially benefit from a range of market conditions and generate consistent returns over time.
Capital Growth Strategy
Capital growth strategy is a long-term investment approach that aims to increase the value of an portfolio over time. This strategy typically involves investing in assets that have the potential to appreciate in value, such as stocks, real estate, and commodities. By focusing on growth-oriented investments, investors can potentially achieve higher returns over the long run. However, it's important to keep in mind that capital growth strategies also come with higher risks, so it's important to carefully consider your investment goals and risk tolerance before implementing this approach.
Real Estate Investing 101
Real estate investing can seem daunting, but it doesn't need to be. With our easy-to-use platform, you can start investing in properties with just a few clicks. Our user-friendly interface and expert guidance make real estate investing accessible to everyone thru Crowdfunding. Start building your portfolio today!
Real Estate Investing Simplified
Investing in real estate through crowdfunding has become an increasingly popular option for those to diversify their investment portfolio. At O.P.I we have designed a system for our clients to do just this. In this method investors to pool their money with others to access larger deals and potentially earn higher returns. One of the main benefits in real estate crowdfunding is that it eliminates the need for investors to become landlords, as the platform takes care of finding the properties, Renovations, acquiring tenets and overall property management. There are huge benefits to this type of funding as initial investment is much lower and overall commitment is much more passive. To learn more about the exact details click the button below!
Set sail with us on a voyage to financial freedom
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Ocean Pacific Investments are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.