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Home | About Us
About Us
Since 1987, our goals have been to help retirees and other conservative investors remain comfortably invested.
Our Mission
For more than 30 years we have remained committed to a truly tactical, rules-based investment approach with the specific objectives of limiting downside risk and producing returns that a conservative investor would deem satisfying. Using decades of strategic research and our quantitative, rules-based investment disciplines, we provide solutions that complement your clients’ existing investment portfolios and strive to help advisors and their clients meet their investment goals.
Meet Our Senior Investment Team
Dr. Kenneth Sleeper, MBA
David C. Wright, JD
Doug Loeffler, CFA, CAIA
Dr. Kenneth Sleeper, MBA
Co-Founder,
Co-Managing Director,
Portfolio Manager
Dr. Kenneth L. Sleeper, MBA is Co-Founder, Managing Director, and Co-Portfolio Manager at Ocean Park Asset Management. Ken jointly oversees all aspects of the organization’s activities, including asset management, research, and client relationships.
Before co-founding Sierra Investment Management in 1987 with David C. Wright, Ken applied his extensive background in statistical and computer applications to develop and refine computerized techniques for reducing downside risk. Ken utilizes his experience to help create productive investment solutions for clients so they may retire safely and successfully. Ken is committed to preserving client’s wealth by focusing on advanced risk management.
When not working with clients, Ken enjoys spending time with his wife of 40 years and his son. Ken earned his MBA and PhD degrees from the University of Southern California.
David C. Wright, JD
Co-Founder,
Co-Managing Director,
Portfolio Manager
David C. Wright, JD, is Co-Founder and Managing Director at Ocean Park Asset Management. He jointly oversees all aspects of the organizations’ activities, including portfolio management, research, and client relationships. Dave recognizes the challenge of portfolio management, enlisting a high aptitude for applied math to assiduously keep his clients financially safe.
After 13 years with major Los Angeles law firms, Dave served several years as Director of Technical Research for Bateman Eichler, Hill Richards, Inc., before co-founding Sierra Investment Management in 1987 with Dr. Kenneth L. Sleeper.
Dave earned a JD from the University of Chicago and a BS, Civil Engineering, from Swarthmore College.
Doug Loeffler, CFA, CAIA
Executive Vice President of Investment Management
Doug Loeffler’s career and personal life are based on stability and tenacity. Before he was appointed Executive Vice President of Investment Management at Ocean Park, Doug worked at AIG for 13 years, initially overseeing the annuity company’s mutual fund platform before serving as Lead Portfolio Manager of Asset Allocation for the past six years. Before AIG, Doug acted as a Portfolio Manager and Head of Manager Research at Principal Financial Group, and as an International Equity Manager at Founders Asset Management.
A self-proclaimed non-athlete, he recently completed a 48-mile trek from the South Rim of the Grand Canyon to the North Rim and back again. In one day.
Doug is a CFA® charterholder and received a BA in Economics from Washington State University and an MBA from the University of Chicago.
Meet Our Investment Team
Marshall Quan
Yani Dalkos, MSQE
Henry Reid
Marshall Quan
Senior Reseach Analyst,
Portfolio Manager
As Senior Research Analyst, Marshall Quan enjoys discovering new vehicles for clients to invest in, as well as identifying changes in trends as they occur. Ever attentive to helping clients preserve their wealth, Marshall is responsible for investment monitoring and analysis, securities screening execution and reporting, technical analysis, and portfolio construction among other investment management and operational duties.
Marshall earned his BS degree in Business Administration: Classical Management – Finance from Cal State University at Dominguez Hills. He joined Sierra in 1999.
Yani Dalkos, MSQE
Research & Data Analyst
A member of the investment team since 2019, Yanni Dalkos is responsible for technical investment research, due diligence, data analysis, and trading among other investment management and operational duties. He enjoys helping clients understand how to preserve their wealth by examining the relationship between risk and return. Combined with research, Yanni feels this awareness ultimately improves client’s results.
With a bachelor’s degree in Economics and a master’s in quantitative economics from California Polytechnic State University at San Luis Obispo, Yanni is the first in his family to both graduate from a four-year university and earn a master’s degree.
Henry Reid
Portfolio Reporting Administrator
Henry Reid joined the investment team 2020. As a self-described analytical person and avid fan of sports and statistics, Henry is primed for his role as Portfolio Reporting Administrator, helping clients secure their futures and achieve financial freedom. Henry is responsible for research, analysis, data visualization, and performance and data reporting among other investment management and operational duties.
Henry earned his BS degree in Economics and MS degree in Finance from the University of Oregon at Eugene.
Latest Insights From Our Experts
Market Minute
Market Minute
Markets Can No Longer Rely On Help From The Fed
May 10, 2022
The Fed ignored rising inflation and a tight labor market for too long.
WATCH NOWMarkets Can No Longer Rely On Help From The Fed
Date Created: May 10, 2022
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.
Market Minute
Market Minute
These Types of Markets Make Things Difficult For Investors
April 5, 2022
Investors who have grown used to strong returns the last 2 years may face some statement shock.
WATCH NOWThese Types of Markets Make Things Difficult For Investors
Date Created: April 5, 2022
Investors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.
Investment Commentary
Commentary: The Fed Lifts Rates, but Are They Behind the Curve?
March 17, 2022
Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in [...]
Read MoreLet'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.