Advisor Consulting Services
A Customized Partnership
Your practice is distinct.
Your partnerships should be, too.
Ocean Park Advisor Consulting is about something much more important than our decades of experience. We’re about your goals, the goals of your clients and helping you pursue them.
When we help you select investment managers and construct portfolios, we take an objective approach that puts your investment needs first. That’s why we tailor our services around how you operate.
Your goal is our goal: We seek to build portfolios that improve outcomes, so you have more time to build your practice.
We know what you're up against:
- the goal of growing AUM
- limited time for research
- ever-evolving client expectation
Here’s another challenge: What investment risks and opportunities are you missing for your clients?
Let us help provide potential solutions.
Experience Our
Approach
- Flexible collaboration — built around your workflow
- Analytical insights — data that aims to identify hidden risks
- Customized and objective consulting — investment models that prioritize your needs and objectives
- Decades of perspective — a history of guiding advisors through market cycles
Why Work With Us?
Advisor Consulting is led by Bill Phillips, Director of Advisor Consulting and Senior Portfolio Specialist.
25+ Years of Advisor-Focused Experience
From guiding advisors through the dot-com crash, the 2008 financial crisis, and the 2022 bond market collapse, Bill brings his experienced perspective to every consulting engagement.
As a former educator and designer of Ocean Park’s “Bond Math” curriculum, Bill has the experience to support his goal of helping advisors uncover recency bias, spot hidden risks, and manage portfolio correlations that others often miss.
Our goal is simple: help advisors build smarter, more resilient portfolios — and be the partner they can trust through every market condition.
- Bill Phillips
What we believe sets us apart:
- a true passion for analytics and risk management
- a personal, collaborative consulting style
- years of experience helping advisors refine their investment research and portfolio construction process
- a dedication to both the advisor’s and the investor’s success
Let's build data-driven portfolios together
How We Help
Manager Selection & Due Diligence
Our goal is to help you avoid the common traps of recency bias and find managers who fit your philosophy — not just today, but through market cycles.
Portfolio (Model) Construction
Work together to create portfolios that are diversified not just by holding, but by investment style and process.
Risk & Correlation Analysis
Seek to uncover hidden risks that traditional screenings often miss, with the objective of structuring portfolios for better behavior during periods of volatility.
Flexible Consulting Solutions
Work with us as an extension of your investment committee, an outsourced CIO partner (OCIO), or on a project-specific basis — whichever works best for your practice.
Working With Us
What to Expect
Step 1
Partner with Advisor Consulting to outline your goals and share details about your practice, including your manager selection process, portfolio construction approach, and current models.
Step 2
Meet with our team to review feedback and walk through our analysis of your current process—highlighting strengths and identifying areas for improvement.
Step 3
Review our final recommendation and begin implementing solutions aligned with your goals.
Ongoing Support
Reconnect with us anytime—for updates, questions, or to re-evaluate your process as your needs evolve.
Ready to Get Started?
Let's take the first step.
Or call us at (310) 912-0787 to schedule an initial discussion.