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Separately Managed Accounts
Separately Managed Accounts (SMAs) are one of the many ways to access Ocean Park’s expertise. These investment vehicles are preferred among high net worth individuals who are seeking skillful investment management. SMA investors work with financial professionals to develop personal investment objectives and plans.
CONSERVATIVE ALLOCATION PROGRAM
Is globally diversified among eight to twenty stock, bond and alternative investment mutual funds.
Designed to provide total return and limit downside risk.
MODERATE ALLOCATION PROGRAM
Is globally diversified among eight to twenty stock, bond and alternative investment mutual funds.
HIGH YIELD CORPORATE BOND PROGRAM
Invests in a diversified portfolio of high yield corporate bond mutual funds.
TACTICAL BOND PROGRAM
Uses a tactical approach to move between three uncorrelated asset classes: high yield corporate bonds, U.S. Treasuries or cash.
Designed to produce satisfying long-term total returns while limiting downside risk.
CALIFORNIA MUNICIPAL BOND PROGRAM
Invests in four or more California municipal bond mutual funds seeking to lower overall risk while increasing the potential for profit.
Ideal for clients in high federal and state income tax brackets.
MUNICIPAL BOND PROGRAM
Invests in four or more municipal bond mutual funds seeking to lower overall risk while increasing potential for profit.
Ideal for clients in high federal income tax brackets.
Performance Snapshot: SMA Programs Through August 31, 2023
Performance analysis for the Ocean Park Separately Managed Accounts Programs, approved for client use, and updated through August 31, 2023.
VIEW PDF TO LEARN MOREThe benchmark for the Ocean Park Conservative Allocation Program is the Morningstar Conservative Allocation Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%.
The benchmark for the Ocean Park Moderate Allocation Program is the Morningstar Moderately Conservative Allocation Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 30% and 50%.
The benchmark for the Ocean Park California Municipal Bond Program and the Ocean Park Municipal Bond Program is the Bloomberg Municipal Bond Index, which is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year.
The benchmark for the Ocean Park High Yield Corporate Bond Program is the ICE Bank of America Merrill Lynch U.S. High Yield Master II Index, which tracks the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. The secondary benchmark is the Bloomberg US Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.
The benchmark for the Ocean Park Strategic Income Program and the Ocean Park Tactical Bond Program is the Bloomberg US Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.
One cannot invest directly in an index or category and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.
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