Our Resources

Performance Snapshot: Orion Models Through September 30, 2024

Performance analysis for Ocean Park Models on Orion, approved for client use, and updated through September 30, 2024.

Performance Snapshot: SMA Programs Through September 30, 2024

Performance analysis for Ocean Park Programs, approved for client use, and updated through September 30, 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 September 30, 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 September 30, 2024.

Rules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending September 30, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2024.

Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending September 30, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2024.

Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending September 30, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2024.

Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending September 30, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2024.

Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending September 30, 2024

Reflects how our truly tactical rules-based investment process reacted due to market movement through September 30, 2024.

Performance Snapshot: Global Balanced Series Through September 30, 2024

Performance analysis for Ocean Park Global Balanced Series, approved for client use, and updated through September 30, 2024.

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

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.

Are Consumers Running on Fumes?

Surprisingly, consumer demand has remained robust, despite the highest inflationary pressures in more than 40 years. The question is: how long can this last, and what are the implications when consumer spending stops? Hear insights from Chief Investment Officer James St. Aubin in March’s Investment Insights.

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.

Navigate Through Our Solutions

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

Navigate Through Our Solutions (Orion Portfolio Solutions)

An all-in-one brochure that covers our core beliefs, investment process, and available Ocean Park models on Orion Portfolio Solutions.

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

The Founders' Series, Episode 2 | A Meeting Of Minds