Ocean Park Asset Management
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Platforms We Work With

  • Envestnet
  • Orion Portfolio Solutions
  • Axos Advisor Services
  • Adhesion Wealth Advisors
  • Sawtooth Solutions
  • SMArtX Advisory Solutions
  • Union by Potomac
  • USA Financial Exchange
  • Virtue Capital Management
  • GeoWealth

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We Believe in Disciplined Risk Management

Our tactical, rules-based process takes the guesswork and emotion out of making investment decisions and seeks to protect our clients and their portfolios.

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The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.

Watch
When to Buy

Trend Following

Quantitative, Rules-based

We seek to identify areas of the market that are in an established uptrend, and only these areas are candidates for consideration in the portfolio.

What To Buy

Security Selection

The Most Complex Question

We rank all viable areas based on the strength of the uptrend, historical risk reward metrics, and correlation with the stock and bond markets.

When To Sell

Trailing Stop-Loss

Quantitative, Rules-based

We set a trailing stop on every holding based on its specific volatility pattern. Once a stock hits that point, we immediately sell. Our own rules force us away from price disruption.

We're Committed to a Quantitative, Rules-Based, Investment Approach

Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.

Our Process

We’ve Engineered Tactical Investment Strategies

Our strategies 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 may be an ideal fit for your portfolio.

Our Strategies
Long-term Return

Provide Long-term Total Return

Limit Volatility

Limit Volatility and Downside Risk

30+ Years of Investing Wisely for our Clients

Since 1987, we have helped advisors and their clients limit downside risk and grow their wealth, using decades of strategic research and a tactical, rules-based investment approach. Our solutions can complement existing investment portfolios, whether they be diversified or a single asset strategy.

About Us
Firm founded in 1987 in Santa Monica, California

Established in 1987 in Santa Monica, California

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD

$9.6 Billion assets

$5.6 billion AUM as of 12/31/22

Our Perspective

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Disciplined Risk Management

March 13, 2023

Disciplined Risk Management

Date Created: March 13, 2023
 

CIO Insights

CIO Insights: February 28, 2023

February 28, 2023

CIO Insights: February 28, 2023

Date Created: February 28, 2023
 

The Value of Tactical in Every Portfolio

February 28, 2023

The Value of Tactical in Every Portfolio

Date Created: February 28, 2023
 

Q4 2022 Year-End Review

February 13, 2023

'Win... By Not Losing'

December 1, 2022

Watching the Public Policy Horizon: Staying Ahead for Your Clients

November 17, 2022

Tactical Investment Strategies With James St. Aubin and Kenneth Sleeper

November 23, 2022

 

The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.

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.

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Ocean Park Asset Management, Inc. is an SEC registered investment adviser.

Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).