Investing in preferred stocks

Puzzled by Fixed Income? A Tactical Resolution for 2020

Advisor Voice

Investing in preferred stocks

Date Created: February 7, 2020
 

Preferred stocks offer investors the characteristics of both equities and bonds. Though less volatile than their common stock counterpart, they still need to be managed tactically. CIO Terri Spath shares her insights in this week's Market Minute.

Advisor Voice: Season 2, Episode 1

Date Created: January 8, 2020
 

How will your strategies perform if [name event here] happens? Bill and Jason discuss how Ocean Park's investment process is adaptable to whatever the capital markets throw at us.

WHAT WE DO

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 helps avoid unrecoverable losses. Our investment strategies are accessible via:

FOR INDIVIDUALS

Ocean Park offers a variety of SMA programs designed to target satisfying risk-adjusted returns with integrated risk management.

FOR ADVISORS

Ocean Park TAMP strategies are modeled after our separate account programs, and are available on a variety of nationwide platforms.

WHO WE ARE

We provide investment strategies that have been engineered for conservative investors by utilizing our proprietary tactical, goal-oriented, disciplined investment approach.

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PROVEN PERFORMANCE

Ocean Park’s extensive track record demonstrates our ability to achieve investment goals through some of the most tumultuous market episodes.

OUR SOLUTIONS