Our Resources

Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending August 31, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2024.

Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending August 31, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2024.

Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending August 31, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2024.

Rules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending August 31, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2024.

Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending August 31, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through August 6, 2024.

Performance Snapshot: SMA Programs

Performance analysis for Ocean Park Models on Orion, approved for client use, and updated through July 31, 2024.

Rules-Based Investment Process in Motion Synopsis: Orion Models Through August 31, 2024

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Models due to market movement over the past 18 months up through August 31, 2024.

Rules-Based Investment Process in Motion Synopsis: TAMP Strategies Through July 31, 2024

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Strategies due to market movement over the past 18 months up through July 31, 2024.

Duration and Yield of the Bloomberg U.S. Aggregate Bond Index

This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1, 1976 through June 30, 2024.

Stock & Bond Correlations Are Climbing

When stocks perform poorly, having no correlation or even negative correlation between stocks and bonds can be a good thing.

The Fed's Inflation Conundrum

It appears that Chair Powell and his colleagues at the Fed recognize the unfamiliar predicament they find themselves in. Hear more about the Fed's inflation conundrum from CIO James St. Aubin in May's Investment Insights.

Are Consumers Running on Fumes?

Surprisingly, consumer demand has remained robust, despite the highest inflationary pressures in more than 40 years. The question is: how long can this last, and what are the implications when consumer spending stops? Hear insights from Chief Investment Officer James St. Aubin in March’s Investment Insights.

Pivot Party

CIO James St. Aubin offers perspective on the Fed's recent meeting and rate decisions.

A Time and A Place for Everything: Current Opportunities in Fixed Income Investing

A Delicate Balance

Investor anxiety remains heightened. With more than a century of experience under its belt, the Fed has seen many business cycles, but none that compare to today's. Read more from CIO James St. Aubin.

Jackson Hole: To Hike or Not to Hike

CIO James St Aubin offers insights on the Kansas City Fed’s Jackson Hole Symposium.

Proceed With Caution

There is optimism that the Fed can have their cake and eat it, too, by bringing down inflation without sacrificing growth. Nevertheless, this sentiment has started waning since the beginning of June as additional economic data supports the narrative of a "soft landing."

From Dovish Hike to Hawkish Pause - June 2023

CIO James St. Aubin offers commentary following the Fed's June meeting.

Moderate Allocation Strategy: 3-Year Highlights

Navigate Through Our Solutions

An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.

Navigate Through Our Solutions (Orion Portfolio Solutions)

An all-in-one brochure that covers our core beliefs, investment process, and available Ocean Park models on Orion Portfolio Solutions.

Moderate Growth Allocation Strategy Product Sheet

Product sheet for Ocean Park's new Moderate Growth Allocation Strategy.

Growth Allocation Strategy Product Sheet

Product sheet for Ocean Park's Growth Allocation Strategy.

Capabilities Brochure

An overview of our firm, philosophy, investment process, and investment team.

Disciplined Risk Management: Our Investment Process Flyer

An overview of our disciplined risk management investment process, including participating in uptrends, security selection and trailing stops.

Efficiently Designed Global Portfolios, To Keep You Well Invested

Ocean Park's Global Balanced Portfolios Series brochure.

Moderate Allocation Strategy Brochure

The Moderate Allocation Strategy seeks to enhance return with increased global stock exposure while providing investors integrated risk management disciplines.

Q2 2024 Quarterly Webcast

Our Chief Investment Officer and Chief Investment Strategist share their view of the latest trends and strategies shaping the investment landscape.

CIO Insights: June 14, 2024

In June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting in relation to the markets.

CIO Insights: March 29, 2024

In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.

About Us

Since 1989, our founders' rules-based, buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals. Hear more in this video.

CIO Insights: February 29, 2024

In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.

The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps

The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps

CIO Insights: February 5, 2024

CIO James St. Aubin recaps data from last week’s Fed meeting, discusses why January’s payroll report prompts a need for easing policy caution, and why S&P downgrades are not holding true this earnings season.

2023 Year-End Quarterly Webcast

At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth.

CIO Insights: December 1, 2023

CIO James St. Aubin highlights November as a banner month for bonds and draws attention to the Bloomberg US Aggregate Bond Index – up 4.5% in total return last month.

The Founders' Series, Episode 7 | A Reason to Stay: Daily Monitoring

The Founders' Series, Episode 7 | A Reason to Stay: Daily Monitoring