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We have engineered tactical investment strategies that are managed in an absolute return style and 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 you may find to be an ideal fit for your clients’ portfolios.
Commitment to Helping Investors Remain Comfortably Invested
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 can help avoid unrecoverable losses.
One of the services that we offer is portfolio analysis and during the discussion about the results and specifically the positions that are yield-sensitive, the conversation will often include “bond math.” In this edition of Advisor Voice, Senior Portfolio Specialist, Bill Phillips, provides a very simple explanation of what bond math is and how yield-sensitivity may adversely impact your client’s portfolios, when rates rise.
It’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.
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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.