Resources
Performance Snapshot: Ocean Park Conservative Allocation Strategy
Performance snapshot for the Ocean Park Conservative Allocation Strategy, approved for investment professional use, and updated through May 31, 2020.
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Historic Allocations: Ocean Park Conservative Allocation Strategy
A look at how the Ocean Park Conservative Allocation Strategy has tactically adjusted over the last 15 months as of June 30, 2020.
VIEW RESOURCEHistoric Allocations: Ocean Park Strategic Income Strategy
A look at how the Ocean Park Strategic Income Strategy has tactically adjusted over the last 15 months as of June 30, 2020.
VIEW RESOURCEHistoric Allocations: Ocean Park Balanced Risk Model
A look at how the Ocean Park Balanced Risk Model, available at Orion Portfolio Solutions, has tactically adjusted over the last 15 months as of June 30, 2020.
VIEW RESOURCEPresentation: Ocean Park Spring Update 2020
Ocean Park Spring Update presentation deck, with data updated through May 31, 2020.
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Presentation: Envestnet Advisor Summit Slides
Presentation slides used during the Envestnet Advisor Summit in May 2020.
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2020 Rules-Based Process in Motion: Strategic Income Strategy
Reflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
VIEW RESOURCEJune 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
Reflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
VIEW RESOURCEJune 2020 Rules-Based Process in Motion: Balanced Risk Model
Reflects how our truly tactical rules-based investment process reacted due to market movement through May 31, 2020.
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Ocean Park Tactical Bond Strategy: An Alternative Approach to a Traditional Asset Class
The 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.
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Flyer: Graph - Total Return since Q4 2018, OP Tactical Bond Program (net) vs US Aggregate Bond Index vs S&P 500 Index
This graph shows Total Return Level % Change since Q4 2018 through Q1 2020 for the Ocean Park Tactical Bond Program vs Bloomberg Barcalys US Aggregate Bond Index vs S&P 500 Index.
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Performance Analysis: Ocean Park Tactical Bond Strategy
Performance analysis for the Ocean Park Tactical Bond Strategy, approved for investment professional use, and updated through May 31, 2020.
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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.
VIEW RESOURCERISK MATTERS: THE IMPORTANCE OF KEEPING LOSSES SMALL (FLYER)
This 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 RESOURCEMay 2020 Rules-Based Process in Motion: Balanced Risk Model
Reflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCEMay 2020 Rules-Based Process in Motion: Strategic Income Strategy
Reflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCEMay 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
Reflects hos our truly tactical rules-based investment process reacted due to market movement through April 30, 2020.
VIEW RESOURCE2020 Q1 Update: Risk Matters. Defense Matters. Discipline Matters. - Client Approved
Ocean 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 or client use.
VIEW RESOURCEApril 2020 Rules-Based Process in Motion: Balanced Risk Model
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
VIEW RESOURCEApril 2020 Rules-Based Process in Motion: Strategic Income Strategy
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
VIEW RESOURCEApril 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 31, 2020.
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2020 Q1 Update: Risk Matters. Defense Matters. Discipline Matters.
Ocean 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.
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Orion Portfolio Solutions: Tactical Allocation Model Fact Sheet
Ocean Park & AAMA Tactical Allocation Model Fact Sheet available at Orion Portfolio Solutions as of March 31, 2020.
VIEW RESOURCEOcean Park Global Balanced Portfolio Series Fact Sheet - Net of Fees
Ocean Park Global Balanced Portfolio Series Fact Sheet - net of fees - approved for client use as of March 31, 2020.
VIEW RESOURCEOrion Portfolio Solutions: Diversified Municipal Bond Model Fact Sheet
Ocean Park Diversified Municipal Bond Model Fact Sheet available at Orion Fund Solutions as of March 31, 2020.
VIEW RESOURCESeparate Account: Ocean Park Strategic Income Program Fact Sheet
Ocean Park Strategic Income Program Separate Account Fact Sheet as of March 31, 2020.
VIEW RESOURCESeparate Account: Ocean Park Municipal Bond Program Fact Sheet
Ocean Park Municipal Bond Program Separate Account Fact Sheet as of March 31, 2020.
VIEW RESOURCESeparate Account: Ocean Park CA Municipal Bond Program Fact Sheet
Ocean Park California Municipal Bond Program Separate Account Fact Sheet as of March 31, 2020.
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, 2020.
VIEW RESOURCESeparate Account: Ocean Park Conservative Allocation Program Fact Sheet
Ocean Park Conservative Allocation Program Separate Account Fact Sheet as of March 31, 2020.
VIEW RESOURCEOcean Park Strategic Income Strategy Fact Sheet - Net of Fees
Ocean Park Strategic Income strategy client approved fact sheet as of March 31, 2020.
VIEW RESOURCEOcean Park Municipal Bond Strategy Fact Sheet - Net of Fees
Ocean Park Municipal Bond strategy client approved fact sheet as of March 31, 2020.
VIEW RESOURCEHigh Yield Corporate Bond Strategy Fact Sheet - Net of Fees
Ocean Park High Yield Corporate Bond strategy client approved fact sheet as of March 31, 2020.
VIEW RESOURCEOcean Park Conservative Allocation Strategy Fact Sheet - Net of Fees
Ocean Park Conservative Allocation strategy client approved fact sheet - for investment professionals - as of March 31, 2020.
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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 - as of March 31, 2020.
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Orion Portfolio Solutions: Tactical Bond Model Fact Sheet
Ocean Park Tactical Bond Model Fact Sheet available at Orion Portfolio Solutions as of March 31, 2020.
VIEW RESOURCEOcean Park Tactical Bond Strategy Fact Sheet - Net of Fees
Ocean Park Tactical Bond strategy client approved fact sheet - for investment professionals - as of March 31, 2020.
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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 - as of March 31, 2020.
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Ocean Park Global Balanced Portfolio Series Fact Sheet - Gross of Fees
Ocean Park Global Balanced Portfolio Series Fact Sheet - gross of fees - approved for Investment Professional use as of March 31, 2020.
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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 March 31, 2020.
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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 - as of March 31, 2020.
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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 - as of March 31, 2020.
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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 - as of March 31, 2020.
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Two Investment Goals
ORION PORTFOLIO SOLUTIONS WEBINAR SERIES HANDOUT: TWO INVESTMENT GOALS
Ocean Park SMA High Yield Corporate Bond vs. S&P 500® Index vs. Russell 2000 Index
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.
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Historic Perspective
Orion Portfolio Solutions Webinar Series Handout: Historic Perspective
March 13, 2020 Rules-Based Process in Motion: Strategic Income Strategy
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 RESOURCEMarch 13, 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
Reflects 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 RESOURCEMarch 13, 2020 Rules-Based Process in Motion: Balanced Risk Model
Reflects how our truly tactical rules-based investment process reacted due to market movement through March 13, 2020.
VIEW RESOURCEMarch 2020 Rules-Based Process in Motion: Strategic Income Strategy
March 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
March 2020 Rules-Based Process in Motion: Balanced Risk Model
Our Investment Process
An overview of how the Ocean Park investment team approaches tactical asset management.
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A Comprehensive Product Offering
A one page view of our comprehensive product offering for financial advisors.
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Comparison: Ocean Park Conservative Allocation Strategy vs. Agg & 15-30 Equity
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.
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February 2020 Rules-Based Process in Motion: Strategic Income Strategy
February 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
February 2020 Rules-Based Process in Motion: Balanced Risk Model
Ocean Park High Yield Corporate Bond: Managing the Sequence of Returns in the Distribution Phase
This 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, 2019.
VIEW RESOURCEOrion Portfolio Solutions: Managing the Sequence of Returns in the Distribution Phase
This 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, 2019.
VIEW RESOURCEOcean Park Conservative Allocation: Managing the Sequence of Returns in the Distribution Phase
This 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, 2019.
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2019 Review | 2020 Vision: Seeing Tactically
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.
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PRESENTATION: 2019 Review | 2020 Vision: Seeing Tactically
Presentation slides used in our 2019 Q4 update.
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January 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
January 2020 Rules-Based Process in Motion: Strategic Income Strategy
January 2020 Rules-Based Process in Motion: Balanced Risk Model
December 2019 Rules-Based Process in Motion: Strategic Income
December 2019 Rules-Based Process in Motion: Conservative Allocation
December 2019 Rules-Based Process in Motion: Balanced Risk Model
Presentation: Diversify. Defend. Distribute. (TAMP - Client)
This client-friendly presentation introduces our company, the basics of our investment process and TAMP solutions. Updated through September 30, 2019.
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November 2019 Rules-Based Process in Motion: Balanced Risk Model
November 2019 Rules-Based Process in Motion: Conservative Allocation
November 2019 Rules-Based Process in Motion: Strategic Income
October 2019 Rules-Based Process in Motion: Conservative Allocation Strategy
Presentation: 19Q3 Update | Time for Tactical
Presentation slides used in our 2019 Q3 update.
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October 2019 Rules-Based Process in Motion: Balanced Risk Model
October 2019 Rules-Based Process in Motion: Strategic Income
Presentation: Managing Sequence of Returns for Retirees: Is there a better way?
This professional use only presentation looks at how to best manage sequence of returns risk for retirees. Updated through September 30, 2019.
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Presentation: Diversify. Defend. Distribute. (Orion Portfolio Solutions - IP Use)
This professional use only presentation introduces our company, the basics of our investment process. Updated through September 30, 2019.
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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.
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Women in Asset Management Awards Shortlists Ocean Park's Terri Spath in Systematic Category
Santa 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 HEREAugust 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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Presentation: Investments Engineered for Your Conservative Clients (TAMP - IP Use)
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.
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Presentation: True Diversification: A Tactical Approach to Combat Traditional Risks
Today's risks require a tactical strategy.
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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
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
Presentation: Muting the Sounds of Intellectual Noise
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.
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Staying in the Game with Singles and Doubles
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 RESOURCEApril 2019 Rules-Based Process in Motion: Balanced Risk Model
April 2019 Rules-Based Process In Motion: Conservative Allocation
Ocean Park Asset Management Adds Diversified Municipal Bond Model to FTJ FundChoice TAMP Platform
Santa 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.
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Conservative Allocation Strategy: Navigating 22 Years of Ups and Downs
Takes a critical look at four specific time periods and compares various benchmarks to the performance of the Conservative Allocation Strategy.
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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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Personal 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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Quotes: Intellectual Noise
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.
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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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LaSalle St. Investment Advisors Adds Ocean Park’s Strategies to Salt Creek Investors Platform
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.
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A Legacy of Risk Management: High Yield Corporate Bond Strategy
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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A Legacy of Risk Management: Conservative Allocation Strategy
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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Sierra Group of Companies Reaches over $3 Billion in Assets
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.
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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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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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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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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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Sierra Investment Management Appoints Colin Barber Senior Key Accounts Director
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 HERETrust 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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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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BARRON'S NAMES DAVID WRIGHT OF THE SIERRA GROUP TO 2016 "TOP 100 INDEPENDENT FINANCIAL ADVISORS" RANKINGS
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.
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