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We Believe in Disciplined Risk Management
In 1987, Ocean Park Asset Management’s founders developed what we believe to be a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth with the objectives of 1. participating opportunistically in global investment uptrends and 2. using a tactical discipline to help limit downside risk.
About Us
Since the Beginning
Since the beginning, Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, have sought to help clients preserve and grow wealth through even the most severe market downturns. Today, the firm continues to evolve, seeking to help clients towards their financial goals and financial advisors with solutions, knowledge, and tools to help navigate complex financial landscapes.
Committed to a Quantitative, Rules-Based Approach
Our Investment Process
We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.
Trend Following
Quantitative, Rules-based
We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
Security Selection
The Most Complex Question
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop Discipline
Quantitive, Rules-based
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
