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When To Buy
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
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
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 ProcessWe’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
Provide Long-term Total Return
Limit Volatility and Downside Risk
Established in 1987 in Santa Monica, California
Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD
$9.6 billion AUM + AUA as of 6/30/22
Our Perspective
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.