Our Resources

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

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

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

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

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

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

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

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

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

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

Rules-Based Process in Motion Snapshot: Tactical Risk Spectrum 50 Fund

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

Rules-Based Process in Motion Snapshot: Tactical Core Income Fund

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

Rules-Based Investment Process in Motion Synopsis: Mutual Funds Through October 31, 2024

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

Rules-Based Investment Process in Motion Synopsis: Strategies Through October 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 October 31, 2024.

Rules-Based Investment Process in Motion Synopsis: Ocean Park Models Through October 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 October 31, 2024.

Ocean Park Tactical Core Income Fund: Performance Snapshot

Ocean Park Tactical Municipal Fund: Performance Snapshot

Ocean Park Tactical Bond Fund: Performance Snapshot

Active ETF Performance Snapshot

Performance Snapshot: Global Balanced Series Through October 31, 2024

Performance analysis for Ocean Park Global Balanced Series, approved for client use, and updated through October 31, 2024.

Performance Snapshot: Models Through October 31, 2024

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

Performance Snapshot: SMA Programs Through October 31, 2024

Performance analysis for Ocean Park Programs, approved for client use, and updated through October 31, 2024.

Performance Snapshot: Strategies Through October 31, 2024

Performance analysis for a select number of Ocean Park Strategies, approved for client use, and updated through October 31, 2024.

Ocean Park Mutual Fund Trailing Returns Performance Snapshot

Conservative Allocation Strategy - Quarterly Returns vs. Annual Returns

Conservative Allocation Strategy - Quarterly Returns vs. Annual Returns (Q3 2024)

Emotions of Investing

While “Most Investors” may be swayed by the market ups and downs, we believe the “Successful Investor” is someone who remains patient and disciplined, potentially leading to better financial outcomes.

A Look at the Ocean Park Tactical Core Income Fund in Recent Bull & Bear Bond Markets

See how Ocean Park’s Tactical Core Income Fund performed in bull and bear bond markets.

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 October 31, 2024.

Municipal Bonds are Anything but Boring

Municipal bonds are supposed to be boring, but we believe they’ve been anything but boring. The environment has created an opportunity for tax harvesting and for evaluating how you allocate to municipal bonds.

Managing Volatility and Investor Emotions During the Distribution Phase

The financial dynamics of retirement can include cash flow concerns. Every day more than 10,000 Baby Boomers reach age 65. Attaining this important age milestone typically results in a change in investment objectives, as focus transitions from the accumulation phase to living in or preparing for the distribution phase.

Historical Correlation of Stocks and Bonds: Positive, Negative, or Variable?

Between 2001 and 2020, a 20-year pattern led to the false impression that stocks and bonds exhibit almost no correlation to one another. CIS Ryan Harder explores the historic correlation between stocks and bonds and highlights an asset class correlated to neither.

Average Returns Can Be Misleading

This flyer shows how average return numbers can be misleading vs. the more accurate annualized return when comparing various mutual funds.

Risk Matters: The Importance to Managing the Sequence of Returns

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.

A New Direction With an Uncertain Path

Investment insights from the CIO for September, 2024.

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.

Performance During Two Major Downturns: Ocean Park Conservative Allocation Strategy

A look at the Ocean Park Conservative Allocation Strategy during the 2008 financial crisis and major market sell-offs. 

Ocean Park ETF Profile

Tactical Risk Spectrum Fund Series

Tactical Bond Fund Brochure

Disciplined Risk Management: Our Investment Process

An overview of our disciplined risk management investment process.

Tactical Risk Spectrum 50 Fund: Current Highlights

% Invested, Risk-on vs. Risk-off: Tactical Core Income Fund

See risk-on and risk-off investments since the fund's inception, as well as the percentage allocated to cash.

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.

Moderate Allocation Strategy: 3-Year Highlights

Sales Support Territory Map

A single flyer that gives you quick access to the team of sales professionals servicing your territory.

Quarterly Webcast Q3 2024

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.

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.

The Founders' Series, Episode 6 | Hundreds of Households, Few Fact Patterns

The Founders' Series, Episode 4 | The Big Idea

The Founders' Series, Episode 3 | Two Floppy Drives And a Westie