Happy New Year. In 2020, we urge you to take a critical look at the fixed income sleeve of your clients' portfolios. The markets have been unpredictable, and your clients may be exposed to some unintentional risks. CIO Terri Spath shares her insights in this week's Market Minute.
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.
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:
We provide investment strategies that have been engineered for conservative investors by utilizing our proprietary tactical, goal-oriented, disciplined investment approach.LEARN MORE
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Ocean Park Asset Management, Inc. is an SEC registered investment adviser. Investments employing Ocean Park strategies are NOT insured by the FDIC or by any other Federal Government Agency and MAY result in loss of principal.