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Ocean Park Asset Management, LLC

Ocean Park’s Process

A Tactical Rules Based Process

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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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Tactical Risk Spectrum 30 Fund
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Tactical Risk Spectrum 70 Fund
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Tactical Bond Model
Helping Investors Achieve Their Goals

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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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Riding High, Looking Ahead: Markets at a Crossroads

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A Look at the Ocean Park Tactical Core Income Fund in Recent Bull & Bear Bond Markets

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A New Direction With an Uncertain Path

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Disciplined Risk Management: Our Investment Process

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Navigating Our Solutions

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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 Tactical Municipal Fund – Special Shares – Tailored Shareholder Report (September 30, 2024)

Ocean Park Tactical Municipal Fund – Special Shares – Tailored Shareholder Report (September 30, 2024)

Dec 05, 2024

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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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