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Our number one priority is to keep your clients out of trouble.
Outcomes Delivered by Discipline
Since 1987, our investment disciplines have sought to help investors limit downside risk and grow their wealth. Through the years, we have remained committed to our truly tactical, rules-based investment process. Using decades of strategic research and our rules-based disciplines, we provide solutions that can complement investment portfolios, and strive to help advisors and their clients meet their investment goals.
Every good investment manager should be able to answer the questions "When do you buy?", "What do you buy?", and "When do you sell?" For us, the answers to those questions form the foundation of a tactical approach that has served investors for more than 35 years.
Our Disciplined, Rules-Based Investment Process
When We Buy: Trend Following
What We Buy: Security Selection
When We Sell: Trailing Stop Discipline
More About Buy & Sell Signals
Our trailing stop discipline is applied to every holding, and our investment team reviews every holding every day.
When we sell, the sale is based on each individual position, not the overall asset class.
Let's Get Started
There are many ways of integrating Ocean Park’s investment disciplines into your client’s portfolios. Let’s begin with a quick discussion to review how we can best enhance your client’s experience with our solutions.