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Alternatives: Asset Classes vs. Strategies
There are differences between alternative asset classes and alternative strategies. Many use asset classes to provide downside protection when you need it. Terri explains our view on alternative strategies, which helps manage downside and offers real diversification.
WATCH NOWAlternatives: Asset Classes vs. Strategies
There are differences between alternative asset classes and alternative strategies. Many use asset classes to provide downside protection when you need it. Terri explains our view on alternative strategies, which helps manage downside and offers real diversification.
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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New year, new risks: traditional asset allocation
Happy New Year! Last week we talked about a new year with new risks. This week we discuss traditional asset allocation, and how it failed investors in 2018. Terri shares her perspectives on the subject in this week's Market Minute.
WATCH NOWNew year, new risks: traditional asset allocation
Happy New Year! Last week we talked about a new year with new risks. This week we discuss traditional asset allocation, and how it failed investors in 2018. Terri shares her perspectives on the subject in this week's Market Minute.
New year, new risks
2018 is coming to a close, and what a year it turned out to be. 2019 brings a new year, and new risks.
WATCH NOWNew year, new risks
2018 is coming to a close, and what a year it turned out to be. 2019 brings a new year, and new risks.
Happy Holidays
2018 is now coming to a close, and what a year it turned out to be. 2019 brings a new year, and new risks.
WATCH NOWHappy Holidays
2018 is now coming to a close, and what a year it turned out to be. 2019 brings a new year, and new risks.
Three key risks for 2019
We continue to wrap up what has been a volatile 2018. As a result of last week's episode, we've been asked about our 2019 outlook. CIO Terri Spath has identified three key risks that have the potential to influence the markets in 2019.
WATCH NOWThree key risks for 2019
We continue to wrap up what has been a volatile 2018. As a result of last week's episode, we've been asked about our 2019 outlook. CIO Terri Spath has identified three key risks that have the potential to influence the markets in 2019.
Twenty-four months that tested investors discipline
As we prepare for 2018 to come to a close, Terri looks back at the last two-years investment environments and contrasts the differences. 2017 was smooth sailing, and 2018 has been the complete opposite.
WATCH NOWTwenty-four months that tested investors discipline
As we prepare for 2018 to come to a close, Terri looks back at the last two-years investment environments and contrasts the differences. 2017 was smooth sailing, and 2018 has been the complete opposite.
Mitigating (left) tail risk
The left tail (of a bell curve) is where the low probability, high consequence market events reside. There have been many market events that have contributed to a higher probability of making left tail risk greater. Terri explains that and more in this week's Market Minute.
WATCH NOWMitigating (left) tail risk
The left tail (of a bell curve) is where the low probability, high consequence market events reside. There have been many market events that have contributed to a higher probability of making left tail risk greater. Terri explains that and more in this week's Market Minute.
Managing the global bond markets
The global bond markets can serve as a warning signal to the stock markets and economies of other countries. Mainly because bond investors have different expectations for growth than equity investors. Terri unwinds the concept in this week's Market Minute.
WATCH NOWManaging the global bond markets
The global bond markets can serve as a warning signal to the stock markets and economies of other countries. Mainly because bond investors have different expectations for growth than equity investors. Terri unwinds the concept in this week's Market Minute.
Why we manage risk as much as return
For us, managing risk goes hand-in-hand with creating returns. Our ability to minimize losses through the deployment of trailing stops allows us to step aside from market turmoil and focus on producing returns. Terri walks us through the details.
WATCH NOWWhy we manage risk as much as return
For us, managing risk goes hand-in-hand with creating returns. Our ability to minimize losses through the deployment of trailing stops allows us to step aside from market turmoil and focus on producing returns. Terri walks us through the details.
Big dollars for Municipalities
Voters were heard loud and clear at the polls last week by approving billions of dollars for various municipal spending initiatives. What will that do to the muni bond market? That and more in this week's Market Minute.
WATCH NOWBig dollars for Municipalities
Voters were heard loud and clear at the polls last week by approving billions of dollars for various municipal spending initiatives. What will that do to the muni bond market? That and more in this week's Market Minute.
A frightful October
Closing out what ended up being an absolutely frightful month of October. In this week's Market Minute, Terri runs through last months activity and what our portfolio allocations look like at month end.
WATCH NOWA frightful October
Closing out what ended up being an absolutely frightful month of October. In this week's Market Minute, Terri runs through last months activity and what our portfolio allocations look like at month end.
October Market Volatility
October has been a wild, volatile month in the domestic and global stock and bond markets. Terri talks about the pain the recent volatility has brought investors, and shares some high-level tactical sells that were made as a result.
WATCH NOWOctober Market Volatility
October has been a wild, volatile month in the domestic and global stock and bond markets. Terri talks about the pain the recent volatility has brought investors, and shares some high-level tactical sells that were made as a result.
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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Why High Yield Corporate Bonds?
In this week's Market Minute, CIO Terri Spath talks about High Yield Corporate Bonds. She reviews what they are, why she likes them, and how active management is a necessity for investing in this asset class.
WATCH NOWWhy High Yield Corporate Bonds?
In this week's Market Minute, CIO Terri Spath talks about High Yield Corporate Bonds. She reviews what they are, why she likes them, and how active management is a necessity for investing in this asset class.
All you wanted to know about ABS
In this week's Market Minute, CIO Terri Spath explains Asset Backed Securities (ABS) and how they can contribute to risk adjusted returns.
WATCH NOWAll you wanted to know about ABS
In this week's Market Minute, CIO Terri Spath explains Asset Backed Securities (ABS) and how they can contribute to risk adjusted returns.
First of the Four Horsemen - Housing
In this week's Market Minute, CIO Terri Spath touches on a handful of topics related to housing. Why housing? It is the first indicator of her Four Horsemen of the Apocalypse.
WATCH NOWFirst of the Four Horsemen - Housing
In this week's Market Minute, CIO Terri Spath touches on a handful of topics related to housing. Why housing? It is the first indicator of her Four Horsemen of the Apocalypse.
Emerging Markets struggling in 2018
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 NOWEmerging Markets struggling in 2018
In this week's Market Minute, CIO Terri Spath looks at factors that have contributed to the struggles in Emerging Markets stocks and bonds.
What are Floating Rate Loans?
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 NOWWhat are Floating Rate Loans?
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.
More about volatility and your investments
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 NOWMore about volatility and your investments
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.
Some things that are like no others
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 NOWSome things that are like no others
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.
The best starting point for gauging market volatility?
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 NOWThe best starting point for gauging market volatility?
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.
Are Turkey's currency woes a problem, or do we hear noise?
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 NOWAre Turkey's currency woes a problem, or do we hear noise?
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.
The U.S. dollar is soaring. What gives?
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 NOWThe U.S. dollar is soaring. What gives?
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.
3 takeaways from the month of July
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 NOW3 takeaways from the month of July
In this week’s The Market Minute, CIO Terri Spath recaps three of the more significant takeaways from the recently concluded month of July.
"Tariff Tantrum" and "Facebook Face Plant", signal or noise?
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 NOW"Tariff Tantrum" and "Facebook Face Plant", signal or noise?
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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Lets talk about the yield curve
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 NOWLets talk about the yield curve
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.
A firm favorite, High Yield Corporate Bonds
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 NOWA firm favorite, High Yield Corporate Bonds
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.
On the radar: Non-agency Residential Mortgage Backed Securities
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 NOWOn the radar: Non-agency Residential Mortgage Backed Securities
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.
Not so boring? Municipal Bonds
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 NOWNot so boring? Municipal Bonds
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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Ugh, what to do with fixed income?
In this week’s Market Minute, Terri Spath discusses the frustrations associated with Fixed Income in this rising interest rate environment.
WATCH NOWUgh, what to do with fixed income?
In this week’s Market Minute, Terri Spath discusses the frustrations associated with Fixed Income in this rising interest rate environment.
What are the investment implications of the recent trade disputes?
In this week's Market Minute, Terri Spath discusses the recent trade disputes and what the implications may be on investments.
WATCH NOWWhat are the investment implications of the recent trade disputes?
In this week's Market Minute, Terri Spath discusses the recent trade disputes and what the implications may be on investments.
Two FAQs for these markets
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 NOWTwo FAQs for these markets
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.
Three quick facts about Municipal Bonds
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 NOWThree quick facts about Municipal Bonds
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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2's and 10's - talking treasury rates
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 NOW2's and 10's - talking treasury rates
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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Trending: trendless trends
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 NOWTrending: trendless trends
Our investment process focuses on trends; observing them and acting upon them. Lately, the markets have been largely trendless, except for emerging markets debt.
The market looks good for Commodities
With volatility so prevalent in the stock and bond markets, Terri Spath takes a minute to explain why such an environment makes commodities an attractive investment area of the market.
WATCH NOWThe market looks good for Commodities
With volatility so prevalent in the stock and bond markets, Terri Spath takes a minute to explain why such an environment makes commodities an attractive investment area of the market.
What's moving and shaking the markets?
Chief Investment Officer, Terri Spath, provides an update on recent market forces, and how they have affected Ocean Park's portfolios.
WATCH NOWWhat's moving and shaking the markets?
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 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 Fact Sheet
Ocean Park Balanced Risk Model Fact Sheet available at FTJ FundChoice as of September 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 December 31, 2018
VIEW RESOURCESeparate Account: Ocean Park Conservative Allocation Program Fact Sheet
Ocean Park Conservative Allocation Program Separate Account Fact Sheet as of December 31, 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 December 31, 2018
VIEW RESOURCESeparate Account: Ocean Park Municipal Bond Program Fact Sheet
Ocean Park Municipal Bond Program Separate Account Fact Sheet as of December 31, 2018
VIEW RESOURCESeparate Account: Ocean Park Strategic Income Program Fact Sheet
Ocean Park Strategic Income Program Separate Account Fact Sheet as of December 31, 2018
VIEW RESOURCESeparate Account: Ocean Park Tactical Bond Program Fact Sheet
Ocean Park California Tactical Bond Program Separate Account Fact Sheet as of December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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 December 31, 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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