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Rules-Based Investment Process in Motion Synopsis: Active ETFs Through March 31, 2025

Last Modified: Apr 15, 2025

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Active ETFs due to market movement through March 31, 2025.

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A sailboat glides through a vast blue ocean under clear skies. Text reads: 'OCEAN PARK ASSET MANAGEMENT. RULES-BASED INVESTMENT PROCESS IN MOTION. Monthly Asset Allocations.'
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Rules-Based Investment Process in Motion Synopsis: Mutual Funds Through March 31, 2025

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Sailboat gliding on calm blue water under clear sky; people aboard. Text reads: 'OCEAN PARK ASSET MANAGEMENT. RULES-BASED INVESTMENT PROCESS IN MOTION. Monthly Asset Allocations. Available at Orion.'
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Rules-Based Investment Process in Motion Synopsis: Ocean Park Models Through March 31, 2025

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A sailboat with white sails glides on a calm, blue ocean under a partly cloudy sky. Text reads: 'OCEAN PARK ASSET MANAGEMENT. RULES-BASED INVESTMENT PROCESS IN MOTION. Monthly Asset Allocations.'
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Rules-Based Investment Process in Motion Synopsis: Strategies Through March 31, 2025

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Balanced Risk Model by Ocean Park Asset Management displays asset allocations. Global Equities, High Yield Corp. Bonds, and Floating Rate Funds are highlighted across three months. Monthly allocations show varying percentages for financial assets.
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Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending April 7, 2025

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Reflects how our truly tactical rules-based investment process reacted due to market movement through Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending April 7, 2025.