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September 21, 2018 | Ocean Park Market Minute
In this week's Market Minute, CIO Terri Spath looks at factors that have contributed to the struggles in Emerging Markets stocks and bonds.
WATCH NOWSeptember 21, 2018 | Ocean Park Market Minute
In this week's Market Minute, CIO Terri Spath looks at factors that have contributed to the struggles in Emerging Markets stocks and bonds.
September 14, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath does a deep-dive on Floating Rate Loans, discussing their unique features and how they can help mitigate risk.
WATCH NOWSeptember 14, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath does a deep-dive on Floating Rate Loans, discussing their unique features and how they can help mitigate risk.
September 7, 2018 | Ocean Park Market Minute
We're continuing more on the subject of volatility and investments. We're focusing on risk, and the best ways that investors can understand the affect risk has on an investment.
WATCH NOWSeptember 7, 2018 | Ocean Park Market Minute
We're continuing more on the subject of volatility and investments. We're focusing on risk, and the best ways that investors can understand the affect risk has on an investment.
August 31, 2018 | Ocean Park Market Minute
There are some things in this interest rate environment that are like no others. With interest rates increasing, it's a good time to explore other fixed income sectors like High Yield Corporate Bonds & High Yield Municipal Bonds.
WATCH NOWAugust 31, 2018 | Ocean Park Market Minute
There are some things in this interest rate environment that are like no others. With interest rates increasing, it's a good time to explore other fixed income sectors like High Yield Corporate Bonds & High Yield Municipal Bonds.
August 24, 2018 | Ocean Park Market Minute
Volatility, which has been more prevalent in 2018 versus 2017, is a force that should be monitored closely in investments. Standard deviation is a metric that is widely used to gauge an investments exposure to volatility.
WATCH NOWAugust 24, 2018 | Ocean Park Market Minute
Volatility, which has been more prevalent in 2018 versus 2017, is a force that should be monitored closely in investments. Standard deviation is a metric that is widely used to gauge an investments exposure to volatility.
August 17, 2018 | Ocean Park Market Minute
Are Turkey's currency woes just market noise? We've seen this before (Brexit, 2016 U.S. Presidential Election). Our rules-based process was developed to identify signals, and pass through the noise.
WATCH NOWAugust 17, 2018 | Ocean Park Market Minute
Are Turkey's currency woes just market noise? We've seen this before (Brexit, 2016 U.S. Presidential Election). Our rules-based process was developed to identify signals, and pass through the noise.
August 10, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath talks about what's going on with the U.S. dollar's increase in value. Specifically, three key factors that drive the dollar and currencies in general.
WATCH NOWAugust 10, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath talks about what's going on with the U.S. dollar's increase in value. Specifically, three key factors that drive the dollar and currencies in general.
August 3, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath recaps three of the more significant takeaways from the recently concluded month of July.
WATCH NOWAugust 3, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath recaps three of the more significant takeaways from the recently concluded month of July.
July 27, 2018 | Ocean Park Market Minute
A lot of noise in the markets last week. CIO Terri Spath looks past the noise to find the real signals about what is going on in the capital markets.
WATCH NOWJuly 27, 2018 | Ocean Park Market Minute
A lot of noise in the markets last week. CIO Terri Spath looks past the noise to find the real signals about what is going on in the capital markets.
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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July 13, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath chats about the yield curve and what it can tell us about the health of the U.S. economy.
WATCH NOWJuly 13, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath chats about the yield curve and what it can tell us about the health of the U.S. economy.
July 6, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath discusses the features of High Yield Corporate Bonds, and how we are able to manage them in our portfolios.
WATCH NOWJuly 6, 2018 | Ocean Park Market Minute
In this week’s The Market Minute, CIO Terri Spath discusses the features of High Yield Corporate Bonds, and how we are able to manage them in our portfolios.
June 29, 2018 | Ocean Park Market Minute
In this week’s Market Minute, CIO Terri Spath talks about Non-agency Residential Mortgage Backed Securities, and why they are peaking her interest right now.
WATCH NOWJune 29, 2018 | Ocean Park Market Minute
In this week’s Market Minute, CIO Terri Spath talks about Non-agency Residential Mortgage Backed Securities, and why they are peaking her interest right now.
June 22, 2018 | Ocean Park Market Minute
In this week's The Market Minute, CIO Terri Spath review three reasons that municipal bonds look attractive right now - and not so boring.
WATCH NOWJune 22, 2018 | Ocean Park Market Minute
In this week's The Market Minute, CIO Terri Spath review three reasons that municipal bonds look attractive right now - and not so boring.
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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June 15, 2015 | Ocean Park Market Minute
In this week’s Market Minute, Terri Spath discusses the frustrations associated with Fixed Income in this rising interest rate environment.
WATCH NOWJune 15, 2015 | Ocean Park Market Minute
In this week’s Market Minute, Terri Spath discusses the frustrations associated with Fixed Income in this rising interest rate environment.
June 8, 2018 | Ocean Park Market Minute
In this weeks One Minute Market Update, Terri Spath discusses the recent trade disputes and what the implications may be on investments.
WATCH NOWJune 8, 2018 | Ocean Park Market Minute
In this weeks One Minute Market Update, Terri Spath discusses the recent trade disputes and what the implications may be on investments.
June 1, 2018 | Ocean Park Market Minute
This week we look to answer two frequently asked questions: 1) How long will this volatility last, 2) How do we make money in these choppy markets.
WATCH NOWJune 1, 2018 | Ocean Park Market Minute
This week we look to answer two frequently asked questions: 1) How long will this volatility last, 2) How do we make money in these choppy markets.
May 25, 2018 | Ocean Park Market Minute
Actively managed municipal bond mutual funds provide a great way to get access to the market without hand-picking securities. Since there is an imbalance in the marketplace where municipal bond demand has surpassed supply, these funds are presently trending upwards.
WATCH NOWMay 25, 2018 | Ocean Park Market Minute
Actively managed municipal bond mutual funds provide a great way to get access to the market without hand-picking securities. Since there is an imbalance in the marketplace where municipal bond demand has surpassed supply, these funds are presently trending upwards.
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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May 18, 2018 | Ocean Park Market Minute
The 2-year treasury hit a level that it hasn't seen since August of 2008. The 2-year relative to the 10-year treasury is a good indicator of what is going to happen next in the economy.
WATCH NOWMay 18, 2018 | Ocean Park Market Minute
The 2-year treasury hit a level that it hasn't seen since August of 2008. The 2-year relative to the 10-year treasury is a good indicator of what is going to happen next in the economy.
Ocean Park Regional Sales Territories
A single flyer that give you quick access to the team of sales professionals servicing your territory.
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May 11, 2018 | Ocean Park Market Minute
Our investment process focuses on trends; observing them and acting upon them. Lately, the markets have been largely trendless, except for emerging markets debt.
WATCH NOWMay 11, 2018 | Ocean Park Market Minute
Our investment process focuses on trends; observing them and acting upon them. Lately, the markets have been largely trendless, except for emerging markets debt.
May 4, 2018 | Ocean Park Market Minute
With volatility so prevalent in the stock and bond markets, Terri Spath take a minute to explain why such an environment makes commodities an attractive investment area of the market.
WATCH NOWMay 4, 2018 | Ocean Park Market Minute
With volatility so prevalent in the stock and bond markets, Terri Spath take a minute to explain why such an environment makes commodities an attractive investment area of the market.
April 27, 2018 | Ocean Park Market Minute
Chief Investment Officer, Terri Spath, provides an update on recent market forces, and how they have affected Ocean Park's portfolios.
WATCH NOWApril 27, 2018 | Ocean Park Market Minute
Chief Investment Officer, Terri Spath, provides an update on recent market forces, and how they have affected Ocean Park's portfolios.
Ocean Park Investment Management Agreement
A required application for Financial Advisors to activate a client's Separate Account at Ocean Park Asset Management.
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Standard Account Application
TD Ameritrade Institutional standard 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 RESOURCEPersonal Trust Account Application
TD Ameritrade Institutional personal trust account application for activating new Ocean Park Separately Managed Account (SMA) clients.
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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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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Ocean Park Firm Overview
A one page introduction to Ocean Park Asset Management as of June 30, 2018.
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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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Our Investment Process
An introduction to how the Ocean Park investment team approaches tactical asset management.
VIEW RESOURCETime-Tested Strategies Engineered For Conservative Investors
Learn more about Ocean Park's capabilities, including investment discipline, philosophy, and process.
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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, 2018
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FTJ FundChoice: Ocean Park Balanced Risk Model - Historic Allocations Illustration
A graphical look at how the Ocean Park Balanced Risk Model, available at FTJ FundChoice, has tactically adjusted over the last 14 months as of December 31, 2017
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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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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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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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Separate Account: Ocean Park CA Municipal Bond Program Fact Sheet
Ocean Park California Municipal Bond Program Separate Account Fact Sheet as of June 30, 2018
VIEW RESOURCESeparate Account: Ocean Park Conservative Allocation Program Fact Sheet
Ocean Park Conservative Allocation Program Separate Account Fact Sheet as of June 30, 2018
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, 2018
VIEW RESOURCESeparate Account: Ocean Park Municipal Bond Program Fact Sheet
Ocean Park Municipal Bond Program Separate Account Fact Sheet as of June 30, 2018
VIEW RESOURCESeparate Account: Ocean Park Strategic Income Program Fact Sheet
Ocean Park Strategic Income Program Separate Account Fact Sheet as of June 30, 2018
VIEW RESOURCESeparate Account: Ocean Park Tactical Bond Program Fact Sheet
Ocean Park California Tactical Bond Program Separate Account Fact Sheet as of June 30, 2018
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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, 2018
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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, 2018
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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, 2018
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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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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, 2018
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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, 2018
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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, 2018
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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, 2018
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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, 2018
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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, 2018
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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, 2018
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FolioDynamix: Ocean Park Balanced Risk Model Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet available at FolioDynamix as of June 30, 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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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.
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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 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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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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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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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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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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Retirement is a Cash Flow Problem: 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.
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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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