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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.
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.
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.
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.
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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.