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We Believe in Disciplined Risk Management
In 1987, Ocean Park’s founders developed a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth through two objectives: 1. participate opportunistically in global investment uptrends and 2. use a tactical discipline to help limit downside risk.
About Us
Since the Beginning
Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, were pioneers in disciplined risk management, opening their first firm only days before the infamous Black Monday. Since the beginning, they’ve sought to help clients grow wealth and achieve their investment goals, diligently serving clients through even the most severe market downturns.
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.
Recognized By Industry Leaders
Finalist: Asset Manager of the Year: <25B AUM (2023)
Although a finalist, Sierra Mutual Funds and Ocean Park Asset Management were not awarded Asset Manager of Year (for asset managers with less than $25B in AUM) when awards were announced on October 11, 2023. The MMI/Barron’s Industry Awards are co-sponsored by the Money Management Institute (MMI) and Barron’s. Finalists were announced in August, 2023. These awards are announced annually in October, based on achievements since the last award announcement. Sierra Mutual Funds and Ocean Park Asset Management did not directly compensate MMI or Barron’s for inclusion in the award nomination process, however both are members of MMI and pay fees to MMI for their membership.
Finalist: Multi Asset Strategist Category: 2023 Envestnet Asset Manager Awards
Ocean Park Asset Management, Inc. was not awarded Asset Manager of Year (for its Tactical Bond Strategy in the Multi-Asset Strategist Category) when awards were announced on April 26, 2023. The awards are provided by Envestnet Asset Management, Inc. and its subsidiaries and affiliates. Finalists were announced in April 2023. These awards are announced annually in April, based on achievements since the last award announcement. Ocean Park did not directly compensate Envestnet for inclusion in the award nomination process, however Ocean Park does provides sponsorship and other financial considerations to Envestnet.
Finalist: Fixed Income Allocation Category
Ocean Park Asset Management, Inc, was not awarded the SmartX 2023 X Award for the Fixed Income Allocation Category when awards were announced on April 11, 2023. The SmartX X Awards are awarded by SmartX Advisory Solutions to recognize leading strategies within the model marketplace on the SMArtX platform.. Finalists were announced in February, 2023. These awards are announced annually in April, based on achievements since the last award announcement. Ocean Park Asset Management did not directly compensate SmartX for inclusion in the award nomination process, however Ocean Park does provide sponsorship and other financial considerations to SmartX.
