Advisor Consulting Services
A Customized Partnership
Your practice is distinct.
Your partnerships should be, too.
We believe that advisor consulting should be more than just a service — it should be a collaboration. That’s why our approach is built around flexibility, analytics, and a dedication to partnership.
Ocean Park Advisor Consulting will help you select managers and construct portfolios with the aim of improving portfolio outcomes for your clients. It’s our goal to help free your time so you can focus on building your practice.
We know what you're up against:
- the goal of growing AUM
- limited time for research
- ever-evolving client expectation
That’s why we tailor our work to how you operate — offering a personalized experience designed to help support your goals, your process, and your investors. In fact, we forgo white-labeled, cookie-cutter, rote approaches in favor of:
- asking the right questions
- understanding your goals
- conducting thorough research
- offering thoughtful analysis
- helping you implement targeted solutions
Experience Our
Approach
- Customized consulting — no white-labeled investment models
- Analytical insights — aiming to identify hidden risks and opportunities
- Flexible collaboration — built around your workflow
- A focus on risk-adjusted outcomes — not just returns
- Decades of perspective — guiding advisors through every market cycle
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
- a record of 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
Work with Advisor Consulting to outline your goals and share details about your current practice and processes with us.
Step 2
Receive an analysis from us regarding your current process — both the positives and areas for improvement.
Step 3
Receive and review our ideas for improvement.
Step 4
Meet with us to refine the ideas before we provide a final recommendation.
Step 5
Receive and implement our final recommendation.
Step 6+
Reconnect with us at any time for updates, to refine your process, to ask questions, or to begin the process anew.
Ready to Get Started?
Let's take the first step.
Or call us at 844-727-1813 to schedule an initial discussion.