Resources
Our relationship with you is built on trust and transparency. With an aim of keeping you thoroughly informed, we offer valuable information about our funds and more, below. Access our fact sheets, prospectuses, performance reports, and materials for use with clients.
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Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending December 31, 2024
Reflects how our tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Tactical Core Income Fund Performance vs. Fixed Income Sectors Ending December 31, 2024
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Rules-Based Investment Process in Motion Synopsis: Strategies Through December 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 December 31, 2024.
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Rules-Based Investment Process in Motion Synopsis: Mutual Funds Through December 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 December 31, 2024.
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Rules-Based Investment Process in Motion Synopsis: Ocean Park Models Through December 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 December 31, 2024.
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Rules-Based Process in Motion Snapshot: Tactical Core Income Fund Ending December 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Rules-Based Process in Motion Snapshot: Tactical Risk Spectrum 50 Fund Ending December 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Rules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending December 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending December 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending December 31, 2024
Reflects how our truly tactical rules-based investment process reacted due to market movement through December 31, 2024.
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Ocean Park Tactical All Asset Fund - Class A & C - Fact Sheet
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Ocean Park Tactical All Asset Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Bond Fund - Class A & C - Fact Sheet
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Ocean Park Tactical Bond Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Core Growth Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Core Income Fund - Class A & C - Fact Sheet
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Ocean Park Tactical Core Income Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Municipal Fund - Class A & C - Fact Sheet
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Ocean Park Tactical Municipal Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Risk Spectrum 30 Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Risk Spectrum 50 Fund - Class A & C - Fact Sheet
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Ocean Park Tactical Risk Spectrum 50 Fund - Instl Class - Fact Sheet
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Ocean Park Tactical Risk Spectrum 70 Fund - Instl Class - Fact Sheet
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Q3 2024 Balanced Risk Model Fact Sheet
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Q3 2024 Conservative Allocation Strategy Fact Sheet
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Q3 2024 Diversified Municipal Bond Model Fact Sheet
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Q3 2024 Global Balanced Series Fact Sheet
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Q3 2024 Growth Allocation Model Fact Sheet
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Q3 2024 Growth Allocation Strategy Fact Sheet
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Q3 2024 Moderate Allocation Model Fact Sheet
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Q3 2024 Moderate Allocation Strategy Fact Sheet
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Q3 2024 Moderate Growth Allocation Model Fact Sheet
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Q3 2024 Moderate Growth Allocation Strategy Fact Sheet
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Q3 2024 Municipal Bond Strategy Fact Sheet
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Q3 2024 Strategic Income Strategy Fact Sheet
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Q3 2024 Tactical Allocation Model Profile Sheet
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Q3 2024 Tactical Bond Model Fact Sheet
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Q3 2024 Tactical Bond Strategy Fact Sheet
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2024 Capital Gains Distribution Estimates
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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.
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Ocean Park ETF Profile
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Tactical Risk Spectrum Fund Series
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Tactical Bond Fund Brochure
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Disciplined Risk Management: Our Investment Process
An overview of our disciplined risk management investment process.
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Tactical Risk Spectrum 50 Fund: Current Highlights
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% 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.
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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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Moderate Allocation Strategy: 3-Year Highlights
Account Transfer Form
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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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Form ADV Part 2A
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Form ADV Part 2B
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Form CRS
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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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Individual Retirement Account Application
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Mutual Fund Account Application & Privacy Notice
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Non-Qualified Transfer of Assets Form
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Personal Trust Account Application
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Privacy Notice
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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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Standard Account Application
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Wrap Fee Program Brochure
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The Value of Outsourcing
Director of National Accounts, Tiana Brenneise, speaks about the value of outsourcing.
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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.
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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.
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CIO Insights: March 29, 2024
In this short video, CIO James St. Aubin gives a quick recap of Q1 2024 economic and market forces.
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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.
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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.
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The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps
The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps
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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.
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The Founders' Series, Episode 6 | Hundreds of Households, Few Fact Patterns
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