Managing the income sleeve of a portfolio through volatility

Discipline Matters in Zombie Markets

Advisor Voice

Three sources of attractive risk-adjusted return... right now

Date Created: August 3, 2020
 

2020's volatile markets have made it difficult for advisors who are managing clients' accounts for income. Is utilizing an inexpensive ETF the correct approach for such clients? In this week's Market Minute, Ken and Terri discuss this approach and the hidden risks it may expose your clients to.

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