The body of research detailed throughout our publication demonstrates how a tactical discipline for buy and sell decision-making could be implemented to deliver superior returns over market cycles versus a simple buy-and-hold strategy.
Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through January 31, 2021.
The body of research detailed throughout our publication demonstrates how a tactical discipline for buy and sell decision-making could be implemented to deliver superior returns over market cycles versus a simple buy-and-hold strategy.
Presentation from Virtual CAAP Camp on February 10, 2021. Senior Portfolio Specialist, Bill Phillips, presented A Deeper Understanding of Ocean Park: Tactical, Quantitative Investment Management.
Presentation from the first day of the Virtual CAAP Camp on February 9, 202, titled Ocean Park: Get to know us! Senior Portfolio Specialist, Bill Phillips, covers who we are, how advisors are using us, and an overview of our truly tactical rules-based discipline.
Performance snapshot for the Ocean Park Conservative Allocation Strategy, approved for investment professional use, and updated through January 31, 2021.
Reflects how our truly tactical rules-based investment process reacted due to market movement through January 31, 2021.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through January 31, 2021.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through January 31, 2021.
VIEW RESOURCEThis hypothetical portfolio illustration displays how the Ocean Park High Yield Corporate Bond strategy compares to traditional portfolio blending strategies to create consistent increasing cash flow as of December 31, 2020.
VIEW RESOURCEOcean Park California Municipal Bond Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEOcean Park Strategic Income Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEOcean Park Municipal Bond Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEOcean Park High Yield Corporate Bond Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEOcean Park Conservative Allocation Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEThis hypothetical portfolio illustration displays how the Ocean Park Balanced Risk Model compares to traditional portfolio blending strategies to create consistent increasing cash flow as of December 31, 2020.
VIEW RESOURCEThis hypothetical portfolio illustration displays how the Ocean Park Conservative Allocation strategy compares to traditional portfolio blending strategies to create consistent increasing cash flow as of December 31, 2020.
VIEW RESOURCEOcean Park California Tactical Bond Program Separate Account Fact Sheet as of December 31, 2020.
VIEW RESOURCEOcean Park's Senior Portfolio Specialist, Bill Phillips, walks you through a look back at an unprecedented end to 2020, provides economic and market data, reviews performance, and gives an outlook for the start of 2021.
Ocean Park & AAMA Tactical Allocation Model Fact Sheet available at Orion Portfolio Solutions as of December 31, 2020.
VIEW RESOURCEOcean Park Global Balanced Portfolio Series Fact Sheet - net of fees - approved for client use as of December 31, 2020.
VIEW RESOURCEOcean Park Diversified Municipal Bond Model Fact Sheet available at Orion Fund Solutions as of December 31, 2020.
VIEW RESOURCEOcean Park Municipal Bond strategy client approved fact sheet as of December 31, 2020.
VIEW RESOURCEA look at how the Ocean Park Conservative Allocation Strategy has tactically adjusted over the last 15 months as of December 31, 2020.
VIEW RESOURCEA look at how the Ocean Park Strategic Income Strategy has tactically adjusted over the last 15 months as of December 31, 2020.
VIEW RESOURCEOcean Park Tactical Bond Model Fact Sheet available at Orion Portfolio Solutions as of December 31, 2020.
VIEW RESOURCEOcean Park Balanced Risk Model Fact Sheet available at Orion Portfolio Solutions as of December 31, 2020.
VIEW RESOURCEA look at how the Ocean Park Balanced Risk Model, available at Orion Portfolio Solutions, has tactically adjusted over the last 15 months as of December 31, 2020.
VIEW RESOURCEOcean Park Global Balanced Portfolio Series Fact Sheet - gross of fees - approved for Investment Professional use as of December 31, 2020.
Ocean Park Municipal Bond strategy gross of fees fact sheet - for investment professionals - as of December 31, 2020.
The Ocean Park Tax-Aware Blend quantitatively combines attributes of Ocean Park’s available strategies to meet the goal of after-tax returns. Through rigorous analysis the Ocean Park investment team suggests a solution for investors in higher tax brackets that includes risk-mitigation disciplines and a balance of income-oriented asset classes, and seeks to provide tax-aware outcomes.
VIEW RESOURCEThe Ocean Park Targeted Moderate Return Blend quantitatively combines attributes of Ocean Park’s available strategies to meet a total return objective, while maintaining a moderate risk profile. Through rigorous analysis the Ocean Park investment team suggests a solution that includes risk-mitigation disciplines, a balance of income-oriented asset classes, and global equity exposure for investors who are in the accumulation phase.
VIEW RESOURCEThe Ocean Park Targeted Cash Flow Blend quantitatively combines attributes of Ocean Park’s available strategies to meet cash flow goals. Through rigorous analysis the Ocean Park investment team suggests a solution that includes risk-mitigation disciplines, a balance of income-oriented asset classes, global equity exposure for investors who are in the distribution phase.
VIEW RESOURCEOcean Park Strategic Income strategy client approved fact sheet as of December 31, 2020.
VIEW RESOURCEOcean Park High Yield Corporate Bond strategy client approved fact sheet as of December 31, 2020.
VIEW RESOURCEIn this client-approved update letter, Ocean Park CIO Terri Spath reviews the trends and challenges that shaped the fourth quarter of 2020, including the impact of COVID-19 on the global markets and the elections, and how our rules-based investment disciplines responded.
VIEW RESOURCEOcean Park Tactical Bond strategy client approved fact sheet - for investment professionals - as of December 31, 2020.
VIEW RESOURCEOcean Park Tactical Bond strategy gross of fees fact sheet - for investment professionals - as of December 31, 2020.
Ocean Park High Yield Corporate Bond strategy gross of fees fact sheet - for investment professionals - as of December 31, 2020.
Ocean Park Strategic Income strategy gross of fees fact sheet - for investment professionals - as of December 31, 2020.
Ocean Park Conservative Allocation strategy client approved fact sheet - for investment professionals - as of December 31, 2020.
VIEW RESOURCEOcean Park Conservative Allocation strategy gross of fees fact sheet - for investment professionals - as of December 31, 2020.
Ocean Park CIO Terri Spath reviews the trends and challenges that shaped the fourth quarter of 2020, including the impact of COVID-19 on the global markets and the elections, and how our rules-based investment disciplines responded.
Ocean Park's Global Balanced Portfolios Series brochure.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2020.
VIEW RESOURCETD Ameritrade Institutional account transfer application for activating new Ocean Park Separately Managed Account (SMA) clients and transferring their accounts to TD Ameritrade.
VIEW RESOURCETD Ameritrade Institutional personal trust account application for activating new Ocean Park Separately Managed Account (SMA) clients.
VIEW RESOURCETD Ameritrade Institutional Individual Retirement Account (IRA) application for activating new Ocean Park Separately Managed Account (SMA) clients.
VIEW RESOURCETD Ameritrade Institutional standard account application for activating new Ocean Park Separately Managed Account (SMA) clients.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through November 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through November 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through November 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through October 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through October 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through October 31, 2020.
VIEW RESOURCEChief Investment Officer Terri Spath gives an outlook for the rest of 2020, and three potential way to invest during these turbulent times.
VIEW RESOURCEPresentation slides from Senior Portfolio Specialist Bill Phillip's IFG Business Mastery Exchange session.
Presentation deck from the 2020 Centaurus Wealth Management Web Series. Senior Portfolio Specialist Bill Phillips covers how for more than 20 years, our truly tactical, rules-based investment discipline has been able to benefit advisors and their clients who seek total return while mitigating downside risk.
Ocean Park CIO Terri Spath reviews the trends and challenges that shaped the first half of 2020, including the impact of COVID-19 on the global markets, and how our rules-based investment disciplines responded. Approved for client use. (Client Approved)
VIEW RESOURCEOcean Park CIO Terri Spath reviews the trends and challenges that shaped the third quarter of 2020, including the impact of COVID-19 on the global markets, and how our rules-based investment disciplines responded.
Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2020.
VIEW RESOURCEAn overview for Advisors on how to best use Ocean Park strategies in your client portfolios, and performance update through 7/31/2020.
Reflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2020.
VIEW RESOURCEOcean Park Mid-Year Update presentation deck, from CIO Terri Spath's Mid-Year webcast.
This graph shows Total Return Level % Change since Q4 2018 through Q2 2020 for the Ocean Park Tactical Bond Program vs Bloomberg Barcalys US Aggregate Bond Index vs S&P 500 Index.
Ocean Park Summer Update presentation deck, with data updated through June 30, 2020.
Ocean Park CIO Terri Spath reviews the trends and challenges that shaped the first half of 2020, including the impact of COVID-19 on the global markets, and how our rules-based investment disciplines responded. Approved for client use.
VIEW RESOURCEOcean Park CIO Terri Spath reviews the trends and challenges that shaped the first half of 2020, including the impact of COVID-19 on the global markets, and how our rules-based investment disciplines responded.
Reflects how our truly tactical rules-based investment process reacted due to market movement through June 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through June 30, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through June 30, 2020.
VIEW RESOURCEOcean Park Spring Update presentation deck, with data updated through May 31, 2020.
VIEW RESOURCEPresentation slides used during the Envestnet Advisor Summit in May 2020.
Reflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
VIEW RESOURCEThe Ocean Park Tactical Bond Strategy employs a truly tactical, rules-based approach to accessing two uncorrelated asset classes: High Yield Corporate Bonds and Long-Duration U.S. Treasury Bonds.
A single flyer that give you quick access to the team of sales professionals servicing your territory.
VIEW RESOURCEThis flyer shows why it's important to keep losses small, and the gains needed to break even after a market decline over 2, 5, and 10 year periods.
VIEW RESOURCEReflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCEReflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCEReflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCEOcean Park CIO Terri Spath reviews the trends and challenges that shaped the first quarter of 2020, including the impact of COVID-19 on the global markets. Approved for client use.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
VIEW RESOURCEOcean Park CIO Terri Spath reviews the trends and challenges that happened during the first quarter of 2020, including the impact of COVID-19 on global markets.
This illustration displays how the Ocean Park High Yield Corporate Bond Program compares to the S&P 500® Index and Russell 2000 Index as of December 31, 2019.
Reflects how our truly tactical rules-based investment process reacted due to market movement in the Ocean Park Strategic Income Strategy through March 13, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement in the Ocean Park Conservative Allocation Strategy through March 13, 2020.
VIEW RESOURCEReflects how our truly tactical rules-based investment process reacted due to market movement through March 13, 2020.
VIEW RESOURCEAn overview of how the Ocean Park investment team approaches tactical asset management.
VIEW RESOURCEA one page view of our comprehensive product offering for financial advisors.
A comparative look at how the Ocean Park Conservative Allocation strategy has faired versus the Bloomberg Barclays U.S. Aggregate Bond Index and the Morningstar Allocation 15% - 30% Equity category.
So we close the door on 2019, and look towards what lies ahead in 2020. Ken Sleeper & Terri Spath recap how our rules-based process navigated last year's changing market environment and what risks we should be aware of in 2020.
Presentation slides used in our 2019 Q4 update.
This client-friendly presentation introduces our company, the basics of our investment process and TAMP solutions. Updated through September 30, 2019.
Presentation slides used in our 2019 Q3 update.
This professional use only presentation looks at how to best manage sequence of returns risk for retirees. Updated through September 30, 2019.
This professional use only presentation introduces our company, the basics of our investment process. Updated through September 30, 2019.
We are a truly tactical, rules-based investment manager. For more than 30 years we have been able to add value for advisors and their clients who appreciate the importance of total returns and mitigating downside risk. We believe in the importance of diversification, a strong defense, and the ability to sequence returns to provide a long distribution phase.
VIEW RESOURCESanta Monica, CA (August 20, 2019) – Women in Asset Management New York, an inaugural awards series recognizing the outstanding innovation achieved by women in the world of asset management, has shortlisted Terri Spath, CIO at Ocean Park Asset Management, a Santa Monica-based asset management firm, in the Systematic category.
VIEW HEREThere are endless fixed income options available for your investment dollar. Do you have a process in place to help make these decisions a lot easier?
This professional use only presentation introduces our company, the basics of our investment process and updated TAMP investment strategy performance. Updated through June 30, 2019.
Today's risks require a tactical strategy.
VIEW RESOURCEWe're half way through 2019, and we believe that the financial markets are in a state of confusion with new highs in stocks, bonds inverting and record levels of negative yield debt. Chief Investment Officer Terri Spath shares her perspectives on events that have unfolded thus far, and how we have been able to navigate.
Removing emotion, or intellectual noise, from investment decision making can create a more sustainable and predictable outcome. Deploying a rules-based investment process built to take advantage of what the markets are saying now, rather than what the so-called experts are predicting, can remove the emotion and noise from the market and create value for your client. Updated through March 31, 2019.
The challenge for Financial Advisors is finding the right components in order to assemble a sustainable, diversified portfolio for clients. Diversification consists of selecting asset classes that aren’t highly correlated to each other to create resilience through various market cycles. Clients value portfolios that are stable and can provide defense. Updated through March 31, 2019.
VIEW RESOURCESanta Monica, CA (March 8, 2019) – Ocean Park Asset Management, a Santa Monica-based asset management firm with a unique investment approach that focuses on limiting downside risk, announced today that its Ocean Park Diversified Municipal Bond Model will be added to FTJ FundChoice, an open architecture Turnkey Asset Management Program (TAMP) based in Hebron, Kentucky.
VIEW HERETakes a critical look at four specific time periods and compares various benchmarks to the performance of the Conservative Allocation Strategy.
The New Year brings with it new risks. Chief Investment Officer Terri Spath discusses some of these risks including how traditional asset allocation failed investors in 2018, increasing bond market risk, and how increased volatility can lead to greater risk of loss without a distinct, tactical, rules-based process like the one used at Ocean Park.
The fixed income markets continue to be very tricky through 2018. Do you have a process in place to help navigate through it? CIO Terri Spath reviews the events that shaped the second quarter and how we are positioned for future success.
The fixed income markets continue to be very dynamic in 2018. Do you have a process in place to help navigate through it? CIO Terri Spath reviews the events that shaped the second quarter and how we are positioned for future success.
Intellectual noise can irrationally influence perceptions. We cut through the noise and focus on price action and exploring areas of strength; avoiding areas of weakness.
The complex nature of the capital markets has created a platform for so-called content experts, influencers, and market prognosticators to get their 30 second market soundbite into a deeply captive marketplace. Investor sentiment and behavior is heavily influenced by these, sometimes, irrational predictions on how the markets are expected to behave in the short or long-term.
Dr. Kenneth Sleeper and Terri Spath discuss the new funds and asset classes being added to the popular Ocean Park Balanced Risk model.
The first quarter of 2018 saw volatility return to the capital markets. Co-Founder & Portfolio Manager, Dr. Kenneth Sleeper, illustrates how the firms investment process aligns to what retirees are expecting from an asset manager. CIO & Portfolio Manager, Terri Spath, take a look back at the first quarter of 2018, which happened to be more volatile than all of 2017.
Santa Monica, CA (March 27, 2018) – Ocean Park Asset Management Inc. (Ocean Park), a conservatively-oriented asset management firm and part of The Sierra Group of Companies, announced today it has partnered with LaSalle St. Investment Advisors, LLC to provide its investment strategies on the Salt Creek Investors (SCI) platform.
VIEW HEREAn illustration of the Ocean Park High Yield Corporate Bond strategy versus two similar peer groups that advisors would generally turn to when seeking lower volatility and/or lower correlation to the broader markets.
An illustration of the Ocean Park Conservative Allocation strategy versus two similar peer groups that advisors would generally turn to when seeking lower volatility and/or lower correlation to the broader markets.
Santa Monica, CA (February 20, 2018) – The Sierra Group of Companies ("Sierra") is proud to announce that as of 12/31/17, the firm has reached over three billion dollars in combined assets under management and assets under advisement.
VIEW HERENational Sales Manager, Jason Buck, is joined by Co-Founder, Dr. Kenneth Sleeper and Chief Investment Officer, Terri Spath, to discuss the risks destructive drawdowns have on a portfolio designed to provide rising income.
2017 was a unique and record setting year. Co-Founder & Portfolio Manager, Dr. Kenneth Sleeper, provides color around how themes or fads do not affect investment decisions. CIO & Portfolio Manager, Terri Spath, take a look back at 2017 crystal ball predictions that didn't materialize. Our investment process and discipline drives all decisions and outcomes.
A comparative look at how the Ocean Park High Yield Corporate Bond strategy has faired versus the S&P 500 Index and the Russell 2000.
CIO Terri Spath takes a look at some key indicators that could signal trouble for this record setting market environment. Co-Founder and Co-Portfolio Manager Dr. Kenneth Sleeper discusses changes to the Ocean Park portfolios through the third quarter of 2017.
A required application for Financial Advisors to activate a client's Separately Managed Account (SMA) at Ocean Park Asset Management.
Our investment process identifies active fund managers who have demonstrated the ability to produce alpha in each investment category, as well as exhibit consistent risk adjusted returns that beat the passive ETF.
Santa Monica, CA, March 7, 2017 -- Sierra Investment Management today announced that industry veteran Colin T. Barber has been appointed as Senior Key Accounts Director for the firm’s third-party broker/dealer focused businesses, Sierra Mutual Funds and Ocean Park Asset Management, Inc.
VIEW HERELearn which Ocean Park Money Manager X-Change strategies are available at Trust Company of America.
VIEW RESOURCECo-Founder David Wright and CIO Terri Spath review events that shaped the fourth quarter of 2016, and discuss what we may expect to see in the early parts of 2017.
Learn which Ocean Park Fund Strategist Portfolios (FSPs) are available at Envestnet.
A hypothetical portfolio illustration that displays how the strategy could benefit your client by minimizing volatility while providing consistent cash flow.
If you are a financial advisor that does Separately Managed Account (SMA) business, we have a special offer for you.
Santa Monica, CA (August 29, 2016) – The Sierra Group of Companies today announced that managing director and co-founder David Wright has been named to Barron’s Top 100 Independent Financial Advisors for the second consecutive year. Mr. Wright and Sierra are ranked 42nd out of 100, up from 56th in 2015. The Barron's rankings reflect the volume of assets under management, revenues, and quality of the advisors’ practices as of June 30, 2016.
VIEW HERE© Copyright 2021 Ocean Park Asset Management, Inc. All Rights reserved.
Ocean Park Asset Management, Inc., is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov).