Providing Transparency and Support

Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending July 31, 2026

Reflects how our tactical rules-based investment process reacted due to market movement through July 31, 2026.

Rules-Based Process in Motion Snapshot: Tactical Core Income Fund Ending July 31, 2026

Reflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2026.

Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending July 31, 2026

Reflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2026.

Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending July 31, 2026

Reflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2026.

Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending July 31, 2026

Reflects how our truly tactical rules-based investment process reacted due to market movement through July 31, 2026.

Performance Snapshot: Models Through July 31, 2026

Performance analysis for Ocean Park Models, approved for client use, and updated through July 31, 2026.

Performance Snapshot: Strategies Through July 31, 2026

Performance analysis for a select number of Ocean Park Strategies, approved for client use, and updated through July 31, 2026.

Performance Snapshot: PT Blend Series Through July 31, 2026

Performance analysis for Ocean Park PT Blend Series, approved for client use, and updated through July 31, 2026.

Ocean Park Mutual Funds: Trailing Returns Performance Snapshot through July 31, 2026

Monthly performance analysis booklet for the Ocean Park Mutual Funds, updated through July 31, 2026.

Ocean Park Tactical Core Income Fund: Performance Snapshot through July 31, 2026

Monthly performance analysis booklet for Ocean Park Tactical Core Income Fund sourced through Morningstar, updated through July 31, 2026.

Ocean Park Tactical Bond Fund: Performance Snapshot through July 31, 2026

Monthly performance analysis booklet for the Ocean Park Tactical Bond Fund sourced through Morningstar, updated through July 31, 2026.

Ocean Park Active ETFs: Performance Snapshot through July 31, 2026

Performance analysis for Ocean Park Active ETFs, approved for client use, and updated through Ocean Park Active ETFs: Performance Snapshot through July 31, 2026.

Performance Snapshot: SMA Programs Through June 30, 2026

Performance analysis for Ocean Park Programs, approved for client use, and updated through June 30, 2026.

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.

Is the Agg as Stable as You Think?

One of the reasons bonds are used to diversify portfolios is that they may provide less downside risk than stocks.

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

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.

Bull & Bear Markets – Tactical Core Income Fund Analysis

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

Bull & Bear Markets – Strategic Income Strategy Analysis

See how Ocean Park’s Strategic Income Strategy performed in bull and bear bond markets.

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.

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.

Win the Match, Not the Point

When we think of history’s greatest athletes, obvious names come to mind: Michael Jordan for basketball, Muhammad Ali for boxing and for tennis, Roger Federer.

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.

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?

4 Key Issues Facing Advisors

A Q&A with Skip Schweiss, CEO of Ocean Park Asset Management

Sales Support Territory Map

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

Ocean Park Active ETFs

The Market’s Evolving - Break from the Old Way Ocean Park Active ETFs.

Navigating Our Solutions - Models

A comprehensive brochure that covers our investment process, the Ocean Park Models, and related resources.

Firm Overview

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

Active ETF Brochure

Consider Ocean Park's active exchange traded funds (ETFs) that seek to limit downside risk and participate in market uptrends.

A Comprehensive Product Offering - Models

The full list of the available Ocean Park Models.

Tactical Bond Fund Brochure

Tactical Bond Strategy Brochure

An alternative approach to a traditional asset class.

2025 Capital Gains Distributions

Dated: December 31, 2025

PT Blend Series Brochure

Ocean Park's PT Blend Series brochure.

Navigating Our Solutions

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

The PT Blend Series

Ocean Park's PT Blend Series flyer.

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...

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...

July 2026 | Process in Motion | SSIRX

Frustrated with the bond market? Our tactical approach is uncovering upside opportunities and identifying areas to sell.

July 2026 | Investment Insights

Private credit has become hard to ignore as a potential investment, but should you?

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.

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.

NASDAQ Just for Funds: Managing Risk in Volatile Markets

James St. Aubin, CIO at Ocean Park Asset Management, joined Nasdaq’s Just for Funds to discuss the firm’s distinctive risk-managed investment approach.