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Commentary: Markets Have Been Generous to Investors So Far in 2021
The continued pandemic economic recovery and market risks that investors should be aware of.
Commentary: The Good, the Bad, and the Ugly of the COVID-19 Recovery
We see signs of good economic improvement, but also signs that are bad/ugly for post-COVID recovery.
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We have engineered tactical investment strategies that are managed in an absolute return style and address a full range of investor goals. Whether you are looking for a complete outsourced solution, or looking to combine us with existing managers, we have a variety of solutions that you may find to be an ideal fit for your clients’ portfolios.
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Commitment to Helping Investors Remain Comfortably Invested
For over 30 years, Ocean Park has been helping conservative investors achieve their financial goals. This is accomplished by achieving satisfying risk-adjusted return, and an integrated proprietary risk-limiting discipline that can help avoid unrecoverable losses.
It Was the Best of Times, It Was the Worst of Times
Date Created: January 5, 2022
Ask him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
Omicron, Inflation, and The FED
Date Created: December 7, 2021
The emergence of the new COVID variant, Omicron, has returned volatility to markets. The Fed's decisions on tapering and interest rates won't help fix the global supply chain issues or inflation. Executive Vice President of Investment Management, Doug Loeffler, shares his insights and perspectives in today's Market Minute.
A Time-tested, Quantitative, Rules-based Approach
Our investment management style was created from an identified gap in the marketplace –strategies managed tactically with integrated, disciplined, risk management. The result was a total return approach with the primary goal of keeping your clients out of trouble.
Who We Are
Since 1987, our goals have been to help retirees and other conservative investors remain comfortably invested. For more than 30 years we have remained committed to a truly tactical, rules-based investment approach with the specific objectives of limiting downside risk and producing returns that a conservative investor would deem satisfying. Using decades of strategic research and our rules based disciplines, we provide solutions that complement your existing investment portfolios, and strive to help advisors and their clients meet their investment goals.
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.