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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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Models (TAMPS)
Mutual Funds
Active ETFs
SMAs

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.
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Dynamic Allocation Series
Strategic Income Strategy
Conservative Allocation Strategy
Moderate Allocation Strategy
Moderate Growth Allocation Strategy
Growth Allocation Strategy
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Tactical Bond Strategy
Municipal Bond Strategy
High Yield Corporate Bond Strategy
Global Balanced Series
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
DUKQ | Domestic ETF
DUKX | International ETF
DUKZ | Diversified Income ETF
DUKH | High Income ETF
Balanced Risk Model
Moderate Allocation Model
Moderate Growth Allocation Model
Growth Allocation Model
Diversified Municipal Bond Model
Tactical Allocation Model
Tactical Bond Model
ETF Models
Global Income ETF Model
Global Balanced 20/80 ETF Model
Global Balanced 40/60 ETF Model
Global Balanced 50/50 ETF Model
Global Balanced 60/40 ETF Model
Global Balanced 80/20 ETF Model
Global Equity ETF Model

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.
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Our Perspectives

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CIO Insights | IM Commentary

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Markets & Economy
Featured Insights

What the Market is Focusing on and What it Could Be Missing

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Bull & Bear Markets – Strategic Income Strategy Analysis

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Bull & Bear Markets – Tactical Core Income Fund Analysis

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Advisor Consulting
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Client-Ready Materials

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Our Investment Process

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Navigating Our Solutions

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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 Funds Annual Report (September 30, 2024)

Sep 16, 2024

Process
Perspectives
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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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What the Market is Focusing on and What it Could Be Missing

Bull & Bear Markets – Strategic Income Strategy Analysis

Bull & Bear Markets – Tactical Core Income Fund Analysis

Firm Overview

Our Investment Process

Navigating Our Solutions

Ocean Park Funds Annual Report (September 30, 2024)