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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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FTJ FundChoice: Diversified Municipal Bond Model
Ocean Park Diversified Municipal Bond Model Fact Sheet available at FTJ FundChoice as of March 31, 2019
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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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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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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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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 RESOURCEFTJ FundChoice: Ocean Park Balanced Risk Model Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet available at FTJ FundChoice as of March 31, 2019
VIEW RESOURCEFTJ FundChoice: Tactical Allocation Model Fact Sheet
Ocean Park & AAMA Tactical Allocation Model Fact Sheet available at FTJ FundChoice as of March 31, 2019
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 September 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 - 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 March 31, 2019
VIEW RESOURCESeparate Account: Ocean Park Conservative Allocation Program Fact Sheet
Ocean Park Conservative Allocation Program Separate Account Fact Sheet as of March 31, 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 March 31, 2019
VIEW RESOURCESeparate Account: Ocean Park Municipal Bond Program Fact Sheet
Ocean Park Municipal Bond Program Separate Account Fact Sheet as of March 31, 2019
VIEW RESOURCESeparate Account: Ocean Park Strategic Income Program Fact Sheet
Ocean Park Strategic Income Program Separate Account Fact Sheet as of March 31, 2019
VIEW RESOURCESeparate Account: Ocean Park Tactical Bond Program Fact Sheet
Ocean Park California Tactical Bond Program Separate Account Fact Sheet as of March 31, 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 March 31, 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 March 31, 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 March 31, 2019
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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 March 31, 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 March 31, 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 March 31, 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 March 31, 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 March 31, 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 March 31, 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 March 31, 2019
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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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