OCEAN PARK'S INVESTMENT STRATEGY
INCREASING RETURNS WHILE LIMITING RISK INVOLVES 
THREE MAJOR DECISIONS
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2
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ASSET
ALLOCATION		 PORTFOLIO SELECTION
& MANAGEMENT		 DEFENSIVE MEASURES

How should I diversify my financial assets among the general investment types?

Within each asset type, who will select the specific stocks, bonds, etc. -- and decide when to buy and sell?

When the markets turn down or the economy changes, 
will I hang on or adjust my investment positions?  What guidelines should I use to spot meaningful changes?
OCEAN PARK ASSET MANAGEMENT CAN HELP YOU WITH THESE DECISIONS

For example:  A Conservative Investor (retired or nearing retirement) must balance the need for cash flow with the need to have his/her capital base grow, so that inflation will not erode the purchasing power of each year's income.

Such a person might allocate 40% of his/her financial assets to domestic and international bonds and 60% to U.S. and international stocks.  For each asset type, we believe well-managed no-load mutual funds offer the best approach to the portfolio selection and management issues.
To reduce risk, Ocean Park applies its proprietary risk-limiting technique formulas, early in each fund decline, we switch client assets temporarily to a money-market fund rather than sit through what might turn out to be an extended downtrend.  And when the designated stock or bond fund turns up again, we switch the assets from the money-market account back into the designated fund.  The benefit to you:  We preserve your gains and capital.