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Ocean Park Asset Management, LLC

Ocean Park’s Process

A Tactical Rules Based Process

Materials for Use with Clients
Our Process

Defined Process. Differentiated Outcomes

The outcomes we achieve are the result of a tactical, rules-based process that serves as the framework for our construction and management of portfolios.
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Strategies (TAMPS)
Orion Models
Mutual Funds
Active ETFs
SMAs
Dynamic Allocation Series
Strategic Income Strategy
Conservative Allocation Strategy
Moderate Allocation Strategy
Moderate Growth Allocation Strategy
Growth Allocation Strategy
All Other
Tactical Bond Strategy
Municipal Bond Strategy
High Yield Corporate Bond Strategy
Global Balanced Series
Balanced Risk Model
Diversified Municipal Bond Model
Tactical Allocation Model
Tactical Bond Model
Tactical Bond Fund
Tactical Core Growth Fund
Tactical Core Income Fund
Tactical Municipal Fund
Tactical All Asset Fund
Tactical Risk Spectrum 30 Fund
Tactical Risk Spectrum 50 Fund
Tactical Risk Spectrum 70 Fund
Overview
Ocean Park Domestic ETF
Ocean Park International ETF
Ocean Park Diversified Income ETF
Ocean Park High Income ETF
Helping Investors Achieve Their Goals

Navigate Our Solutions

Our solutions include strategies, models and programs for TAMPs, mutual funds, active ETFs, and separately managed accounts. All solutions are firmly established in our disciplined, rules-based investment process and all have the ability to move quickly to 100% cash allocations during market downturns.
Our Perspectives

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CIO Insights | IM Commentary

Webcasts & Quarterly Reviews

Markets & Economy
Featured Insights

A New Direction With an Uncertain Path

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CIO Insights: June 14, 2024

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The Fed’s Inflation Conundrum

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All Resources

Allocation and Performance Reports

Client-Ready Materials

Fact Sheets

Foundational Product Information

Applications

Webcasts & Videos
Top Resources

Disciplined Risk Management: Our Investment Process

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Navigate Through Our Solutions

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About Us

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Company Overview

Our Beginning

The Investment Team

The Leadership Team

In the News
Addressing a Range of Investor Goals

Driven by Discipline

When Ocean Park launched its first TAMP model in 2009, the firm's founders had been executing a differentiated approach to portfolio risk management for more than two decades. Hear more about what drives our firm and our solutions in this short video.
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Ocean Park Mutual Funds Semi-Annual Report (March 31, 2024)

Ocean Park Mutual Funds Semi-Annual Report (March 31, 2024)

Sep 24, 2024

Ocean Park Funds Annual Report (September 30, 2023)

Ocean Park Funds Annual Report (September 30, 2023)

Sep 24, 2024

Process
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Ocean Park Asset Management, LLC

Advisory services are offered through Ocean Park Asset Management, LLC, a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For information pertaining to the registration status of Ocean Park Asset Management, LLC, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

On October 1, 2024, Ocean Park Asset Management, LLC and its affiliate, Ocean Park Asset Management, Inc., consolidated its operations and advisory services under the single registered entity of Ocean Park Asset Management, LLC. Prior to the consolidation, Ocean Park Asset Management, Inc. was a corporation organized in August 1989 under the laws of the State of California. Ocean Park Asset Management, Inc. registered with the SEC as an investment advisor in December 1989.

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