Resources
Our goal is to build a relationship with you rooted in trust and transparency. To support this, we provide access to fact sheets, prospectuses, performance reports, and client-ready materials to help keep you informed.
Rules-Based Process in Motion Snapshot: Tactical Core Income Fund Ending August 31, 2026
Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2026.
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Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending August 31, 2026
Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2026.
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Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending August 31, 2026
Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2026.
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Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending August 31, 2026
Reflects how our truly tactical rules-based investment process reacted due to market movement through August 31, 2026.
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Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending August 31, 2026
Reflects how our tactical rules-based investment process reacted due to market movement through August 31, 2026.
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Ocean Park Mutual Funds: Trailing Returns Performance Snapshot through August 31, 2026
Monthly performance analysis booklet for the Ocean Park Mutual Funds, updated through August 31, 2026.
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Ocean Park Tactical Core Income Fund: Performance Snapshot through August 31, 2026
Monthly performance analysis booklet for Ocean Park Tactical Core Income Fund sourced through Morningstar, updated through August 31, 2026.
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Ocean Park Active ETFs: Performance Snapshot through August 31, 2026
Performance analysis for Ocean Park Active ETFs, approved for client use, and updated through August 31, 2026.
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Prefer Cash Over Bonds? It May Cost You.
Favoring cash over bonds can come with real long-term risks. CIO James St. Aubin breaks down the hidden costs of cash longer term.
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Indexing vs Tactical in a Major Drawdown
How a tactical approach has fared against the Bloomberg U.S. Aggregate Bond Index’s largest and longest drawdown
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Beyond the Agg
Explore how Ocean Park’s fixed income strategies go beyond the Bloomberg US Aggregate Bond Index to uncover broader opportunities and enhance portfolio diversification.
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Bull & Bear Markets – Tactical Core Income Fund Analysis
See how Ocean Park’s Tactical Core Income Fund performed in bull and bear bond markets.
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Bull & Bear Markets – Strategic Income Strategy Analysis
See how Ocean Park’s Strategic Income Strategy performed in bull and bear bond markets.
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Fool Me Once
How risky is the private credit market and are comparisons to the subprime market, pre-financial crisis, warranted? Ocean Park CIO James St. Aubin gives his view.
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AI's Siren Song: Will the Lure of Blue-Sky Opportunities Lead to Shipwrecks?
James St. Aubin, CIO, uncovers overlooked market dynamics and provides historical perspective that will be of interest to any AI investor.
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Ahead of the Curve: What the Warsh Era Means for Markets
Kevin Warsh’s ascendancy to Federal Reserve chair is much anticipated, but what will it mean for the markets?
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The Curse of Complacency
Find out why markets may be underpricing the Middle East conflict
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Dangers Lurking Beneath the Surface of the U.S. Labor Market
Find out why financial markets may be underpricing labor market risk in 2026 in our CIO’s February Investment Insights.
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The Curse of High Expectations
In January’s Investment Insights, CIO James St. Aubin, gives his views on some of the major risks AI may present to the market.
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The 5-Question Risk Audit
Get Prepared for the Next Selloff
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Sales Support Territory Map
A single flyer that gives you quick access to the team of sales professionals servicing your territory.
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Ocean Park Active ETFs
The Market’s Evolving - Break from the Old Way Ocean Park Active ETFs.
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Navigating Our Solutions - Models
A comprehensive brochure that covers our investment process, the Ocean Park Models, and related resources.
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Firm Overview
An overview of our firm, philosophy, investment process, solutions, and investment team.
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Active ETF Brochure
Consider Ocean Park's active exchange traded funds (ETFs) that seek to limit downside risk and participate in market uptrends.
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A Comprehensive Product Offering - Models
The full list of the available Ocean Park Models.
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2025 Capital Gains Distributions
Dated: December 31, 2025
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Navigating Our Solutions
An all-in-one brochure that covers our core beliefs, investment process, funds, and strategies.
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The PT Blend Series
Ocean Park's PT Blend Series flyer.
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Investment Products Summary
A one page view of our product offerings for financial advisors.
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Our Investment Process
Learn about Ocean Park Asset Management’s disciplined risk management approach and investment process.
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Our Commitment to Allocation Transparency
We are committed to providing you with tools that make your life easier as an advisor. Among the many ways we achieve this are through the variety of asset allocation reports that we make available.
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Beneficiary Individual Retirement Account (IRA) Custodial Agreement and Disclosure Statement
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Beneficiary ROTH Individual Retirement Account (IRA) Custodial Agreement & Disclosure Statement
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Coverdell Education Savings Account (ESA) Application
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Coverdell Education Savings Account (ESA) Custodial Agreement and Disclosure Statement
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Individual Retirement Account (IRA) Custodial Account Adoption Agreement
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Individual Retirement Account (IRA) Custodial Account Agreement and Disclosure Statement
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Individual Retirement Account (IRA) Transfer of Assets Form
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Mutual Fund Account Application & Privacy Notice
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Non-Qualified Transfer of Assets Form
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ROTH Individual Retirement Account (IRA) Custodial Agreement and Disclosure Statement
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SIMPLE Individual Retirement Account (IRA) Custodial Account Adoption Agreement Application
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SIMPLE Individual Retirement Account (IRA) Custodial Account Agreement and Disclosure Statement
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September 2026 | Process in Motion
Ocean Park’s CIO, James St. Aubin, brings our August portfolio moves to life in this lively conversation with Ocean Park managing director, Colin Barber.
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August 2026 | Process in Motion
James St. Aubin and Colin Barber discuss June–July allocation activity: equity market stability, reduced exposure to convertible bonds and floating rate notes, and a rotation from large growth to large value.
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August 2026 | Investment Insights
Favoring cash over bonds can come with real long-term risks. CIO James St. Aubin breaks down the hidden costs of cash longer term.
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James St. Aubin on NYSE's "ETF Takeaway"
The thoughts and opinions expressed in the video are solely those of the author as of 6/17/2026. (As applicable) The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfo...
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James St. Aubin on NYSE's "What's the Fund?"
The thoughts and opinions expressed in the video are solely those of the author as of 6/17/2026. (As applicable) The discussion of individual companies should not be considered a recommendation of such companies by the Fund's investment adviser. The discussion is designed to provide a reader with an understanding of how the Fund's investment adviser manages the Fund's portfo...
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July 2026 | Process in Motion | SSIRX
Frustrated with the bond market? Our tactical approach is uncovering upside opportunities and identifying areas to sell.
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July 2026 | Investment Insights
Private credit has become hard to ignore as a potential investment, but should you?
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NASDAQ MarketSite: James St. Aubin discusses Ocean Park
During an interview at Nasdaq MarketSite, CIO James St. Aubin discusses Ocean Park's tactical investment management approach.
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Q1 2026 Quarterly Market Perspective and Portfolio Update
Q1 2026 gave investors a lot to absorb — geopolitical conflict, volatility, a Fed that's in no hurry to cut, and in our view, a fixed income opportunity that's finally hard to ignore. Join our investment team for a one-hour discussion that provides: portfolio perspective, market context, and advisor talking points.
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2025 Year End (Q4) Quarterly Webcast
Our Chief Investment Officer, James St. Aubin, discusses Q4 market conditions and the outlook for 2026, including valuations, rates, inflation, and the role of AI.
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Building the Whole Family Relationship Webcast
Bill Cates, Host of the Top Advisor Podcast, explores how advisors can use “generational diversity” to strengthen their relationships with client families.
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The Core Fixed Income Challenge: Muting the Sounds of Intellectual Noise
Why fixed income market calls—especially since 2022—have proven to be unreliable, and what potential strategies and solutions advisors may have.
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