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Since 1987, Ocean Park Asset Management, Inc., and its affiliates have grown to over $560 million in assets under management. Attuned to the needs of Financial Planners and Financial Advisors who want to offer their clients satisfying returns but limited risk, Ocean Park responded with several powerful "turn-key" managed-account programs. |
Ocean Park's Strategy and Philosophy |
Your clients gain access to professionally-managed portfolios of selected mutual funds, daily liquidity, and a pro-active management discipline that limits losses during any significant market downtrend. Through Ocean Park's managed-account programs, you can offer your clients a conservative strategy with long-term annualized returns on average, after all fees.
Our
managed-account programs target long-term annualized returns, after fees, to keep your
clients ahead of inflation and taxes. (CD's and Treasuries provide guaranteed
rates, but no real protection against inflation.)
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Ocean Park incorporates a successful 5-point risk-management plan, including daily
monitoring to preserve gains and capital.
Each program uses skillfully-managed mutual funds with no sales loads.
ADVANTAGES FOR YOU
Easy-to-use turnkey managed-account programs
Easy-to-explain benefits for your clients
Helps you retain clients during extended market downtrends
Frees you so you have more time for clients and prospects
High quality, free marketing literature
Differentiates you from your competition
No set-up charges to you or your clients