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September 2019 Rules-Based Process in Motion: Conservative Allocation
September 2019 Rules-Based Process in Motion: Balanced Risk Model
September 2019 Rules-Based Process in Motion: Strategic Income
Truly Tactical Rules-Based Investment Management
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 RESOURCEAugust 2019 Rules-Based Process in Motion: Strategic Income
August 2019 Rules-Based Process in Motion: Balanced Risk Model
August 2019 Rules-Based Process in Motion: Conservative Allocation
How is your fixed income allocated and why?
There 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?
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2019 Mid-Year Review: State of Confusion
We'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.
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July 2019 Rules-Based Process in Motion: Balanced Risk Model
July 2019 Rules-Based Process In Motion: Conservative Allocation
July 2019 Rules-Based Process In Motion: Strategic Income
FTJ FundChoice: Tactical Allocation Model Fact Sheet
Ocean Park & AAMA Tactical Allocation Model Fact Sheet available at FTJ FundChoice as of June 30, 2019
VIEW RESOURCEFTJ FundChoice: Diversified Municipal Bond Model Fact Sheet
Ocean Park Diversified Municipal Bond Model Fact Sheet available at FTJ FundChoice as of June 30, 2019
VIEW RESOURCESeparate Account: Ocean Park Strategic Income Program Fact Sheet
Ocean Park Strategic Income Program Separate Account Fact Sheet as of June 30, 2019
VIEW RESOURCESeparate Account: Ocean Park Municipal Bond Program Fact Sheet
Ocean Park Municipal Bond Program Separate Account Fact Sheet as of June 30, 2019
VIEW RESOURCESeparate Account: Ocean Park CA Municipal Bond Program Fact Sheet
Ocean Park California Municipal Bond Program Separate Account Fact Sheet as of June 30, 2019
VIEW RESOURCESeparate Account: Ocean Park High Yield Corporate Bond Program Fact Sheet
Ocean Park High Yield Corporate Bond Program Separate Account Fact Sheet as of June 30, 2019
VIEW RESOURCESeparate Account: Ocean Park Conservative Allocation Program Fact Sheet
Ocean Park Conservative Allocation Program Separate Account Fact Sheet as of June 30, 2019
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Ocean Park Strategic Income Strategy Fact Sheet - Net of Fees
Ocean Park Strategic Income strategy client approved fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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Ocean Park Municipal Bond Strategy Fact Sheet - Net of Fees
Ocean Park Municipal Bond strategy client approved fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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High Yield Corporate Bond Strategy Fact Sheet - Net of Fees
Ocean Park High Yield Corporate Bond strategy client approved fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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Ocean Park Conservative Allocation Strategy Fact Sheet - Net of Fees
Ocean Park Conservative Allocation strategy client approved fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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Ocean Park Conservative Allocation Strategy Fact Sheet - Gross of Fees
Ocean Park Conservative Allocation strategy gross of fees fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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FTJ FundChoice: Ocean Park Balanced Risk Model Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet available at FTJ FundChoice as of June 30, 2019
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Ocean Park Tactical Bond Strategy Fact Sheet - Net of Fees
Ocean Park Tactical Bond strategy client approved fact sheet - for investment professionals at Trust Company of America - as of June 30, 2019
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Ocean Park Tactical Bond Strategy Fact Sheet - Gross of Fees
Ocean Park Tactical Bond strategy gross of fees fact sheet - for investment professionals at Trust Company of America - as of June 30, 2019
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Separate Account: Ocean Park Tactical Bond Program Fact Sheet
Ocean Park California Tactical Bond Program Separate Account Fact Sheet as of June 30, 2019
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Ocean Park High Yield Corporate Bond Strategy Fact Sheet - Gross of Fees
Ocean Park High Yield Corporate Bond strategy gross of fees fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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Ocean Park Municipal Bond Strategy Fact Sheet - Gross of Fees
Ocean Park Municipal Bond strategy gross of fees fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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Ocean Park Strategic Income Strategy Fact Sheet - Gross of Fees
Ocean Park Strategic Income strategy gross of fees fact sheet - for investment professionals at Adhesion Wealth Advisor Solutions, Envestnet and Trust Company of America - as of June 30, 2019
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A Comprehensive Product Offering
A one page view of our comprehensive product offering for financial advisors.
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June 2019 Rules-Based Process in Motion: Balanced Risk Model
June 2019 Rules-Based Process In Motion: Conservative Allocation
May 2019 Rules-Based Process In Motion: Conservative Allocation
April 2019 Rules-Based Process in Motion: Balanced Risk Model
April 2019 Rules-Based Process In Motion: Conservative Allocation
Managing the Sequence of Returns in the Distribution Phase: FTJ FundChoice Ocean Park Balanced Risk Model Hypothetical Portfolio Illustration
This hypothetical portfolio illustration displays how the FTJ FundChoice Ocean Park Balanced Risk Model compares to traditional portfolio blending strategies to create consistent rising cash flow. Performance data is as of December 31, 2018.
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Managing the Sequence of Returns in the Distribution Phase: Ocean Park High Yield Corp. Bond Hypothetical Portfolio Illustration
This hypothetical portfolio illustration displays how the Ocean Park High Yield Corporate Bond strategy compares to traditional portfolio blending strategies to create consistent rising cash flow. Performance data is as of December 31, 2018.
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Managing the Sequence of Returns in the Distribution Phase: Ocean Park Conservative Allocation Hypothetical Portfolio Illustration
This hypothetical portfolio illustration displays how the Ocean Park Conservative Allocation strategy compares to traditional portfolio blending strategies to create consistent rising cash flow. Performance data is as of December 31, 2018.
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Sales Support Territory Map
A single flyer that give you quick access to the team of sales professionals servicing your territory.
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Waypoints: First Quarter 2019
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.
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Ocean Park Firm At-A-Glance
A one page introduction to Ocean Park Asset Management as of December 31, 2018.
VIEW RESOURCEPersonal Trust Account Application
TD Ameritrade Institutional personal trust account application for activating new Ocean Park Separately Managed Account (SMA) clients.
VIEW RESOURCEIndividual Retirement Account Application
TD Ameritrade Institutional Individual Retirement Account (IRA) application for activating new Ocean Park Separately Managed Account (SMA) clients.
VIEW RESOURCEStandard Account Application
TD Ameritrade Institutional standard account application for activating new Ocean Park Separately Managed Account (SMA) clients.
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Waypoints: Fourth Quarter 2018
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.
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Waypoints: Third Quarter 2018
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.
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Muting the Sounds of Intellectual Noise: Should You Sell All Your Fixed Income? No!
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.
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Ocean Park Balanced Risk Model - Strategist Positioning and Outlook Update
Dr. Kenneth Sleeper and Terri Spath discuss the new funds and asset classes being added to the popular Ocean Park Balanced Risk model.
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18Q2 Ocean Park Update Webinar
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.
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Our Investment Process
An overview of how the Ocean Park investment team approaches tactical asset management.
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Income or Cash Flow: What's the Difference?
National 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.
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17Q4 Ocean Park Update Webinar
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.
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Retirement is a Cash Flow Problem - Ocean Park Balanced Risk Model Hypothetical Illustration
This hypothetical portfolio illustration displays how the Ocean Park Balanced Risk Model, available at FTJ FundChoice, compares to traditional portfolio blending strategies to create consistent rising cash flow.
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Comparison: Ocean Park High Yield Corporate Bond Strategy vs. S&P 500 & Russell 2000
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.
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Comparison: Ocean Park Conservative Allocation Strategy vs. S&P 500 & Benchmark
A comparative look at how the Ocean Park Conservative Allocation strategy has faired versus the S&P 500 Index and the Morningstar Allocation 30% - 50% Equity category.
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17Q3 Ocean Park Update Webinar
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.
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Ocean Park Investment Management Agreement
A required application for Financial Advisors to activate a client's Separately Managed Account (SMA) at Ocean Park Asset Management.
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Ocean Park Conservative Allocation Strategy: A Legacy of Risk Management
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.
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How Our Active Fund Choices Outperform Passive ETFs
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.
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Trust Company of America: Money Manager X-Change Program
Learn which Ocean Park Money Manager X-Change strategies are available at Trust Company of America.
VIEW RESOURCEAccount Transfer Form
TD Ameritrade Institutional account transfer application for activating new Ocean Park Separately Managed Account (SMA) clients and transferring their accounts to TD Ameritrade.
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16Q4 Ocean Park Update Webinar
Co-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.
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Envestnet: Fund Strategist Portfolios
Learn which Ocean Park Fund Strategist Portfolios (FSPs) are available at Envestnet.
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FTJ FundChoice: Ocean Park Balanced Risk Model Hypothetical Portfolio Illustration
A hypothetical portfolio illustration that displays how the strategy could benefit your client by minimizing volatility while providing consistent cash flow.
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Ocean Park High Yield Corporate Bond Strategy: A Legacy of Risk Management
An 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.
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Retirement is a Cash Flow Problem: Ocean Park High Yield Corporate Bond Hypothetical Portfolio Illustration
This hypothetical portfolio illustration displays how the Ocean Park High Yield Corporate Bond strategy compares to traditional portfolio blending strategies to create consistent rising cash flow.
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A Special Offer for Financial Advisors
If you are a financial advisor that does Separately Managed Account (SMA) business, we have a special offer for you.
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