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Since 1987, our goals have been to help retirees and other conservative investors remain comfortably invested.
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.
Latest Insights From Our Experts
The Fed ignored rising inflation and a tight labor market for too long.WATCH NOW
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.
Investors who have grown used to strong returns the last 2 years may face some statement shock.WATCH NOW
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.
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.