SOLUTIONS

Ocean Park’s strategic investment solutions are designed to help preserve our client’s wealth.

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.

Separately Managed Accounts

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.

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.

High Yield Corporate Bond Program

Invests in a diversified portfolio of high yield corporate bond mutual funds.

Designed to provide current income and limit downside risk.

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.

Strategic Income Program

Invests in a variety of income-oriented mutual funds and will not hold common stock funds.

Designed to emphasize total return and current income while limiting downside risk.

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.

Effective June 30, 2017 the benchmark for the Ocean Park Conservative Allocation Program, previously known as the Ocean Park Balanced Program, has changed to the Morningstar Allocation – 15% to 30% Equity 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%.

Effective September 30, 2017 the primary benchmark for the Ocean Park California Municipal Bond Program and the Ocean Park Municipal Bond Program has changed to the Bloomberg Barclays 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 secondark benchmark is the Bloomberg Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.

Effective September 30, 2017 the primary benchmark for the Ocean Park High Yield Corporate Bond Program has changed to the 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 Barclays U.S. 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 Barclays U.S. Aggregate Bond Index, which is a broad-based flagship benchmark that measures the investment grade, US dollar-denominated, fixed-rate taxable bond market.

Turnkey Asset Management Programs

Turnkey Asset Management Programs (TAMPs), or outsourced investment management, are amongst the fastest growing categories in the financial advisory universe. Ocean Park’s skillful investment management is available through single and multi-asset strategies available on nationally recognized TAMP platforms.

Envestnet

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CONSERVATIVE ALLOCATION STRATEGY

Absolute return strategy. Global allocation offering upside potential, downside protection and contained volatility by identifying assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

STRATEGIC INCOME STRATEGY

Income-oriented strategy offering upside potential, downside protection and contained volatility by identifying income-producing assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

HIGH YIELD CORPORATE BOND STRATEGY

An excellent approach for conservative investors seeking income. The strategy invests exclusively in high yield corporate bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.

MUNICIPAL BOND STRATEGY

An excellent approach for conservative investors in high income-tax brackets. The strategy invests exclusively in municipal bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.

Trust Company of America

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CONSERVATIVE ALLOCATION STRATEGY

Absolute return strategy. Global allocation offering upside potential, downside protection and contained volatility by identifying assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

STRATEGIC INCOME STRATEGY

Income-oriented strategy offering upside potential, downside protection and contained volatility by identifying income-producing assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

HIGH YIELD CORPORATE BOND STRATEGY

An excellent approach for conservative investors seeking income. The strategy invests exclusively in high yield corporate bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.

MUNICIPAL BOND STRATEGY

An excellent approach for conservative investors in high income-tax brackets. The strategy invests exclusively in municipal bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.

FTJ FundChoice

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BALANCED RISK MODEL

An absolute return strategy. Global allocation offering upside potential, downside protection and contained volatility by identifying assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

TACTICAL BALANCED DIVERSIFIER PORTFOLIO

Co-managed by strategist Advanced Asset Management Advisors, Inc. (AAMA). Combines AAMA’s aggressive approach to equity investing with Ocean Park’s conservative approach to income-oriented investing and integrated risk management.

FolioDynamix

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BALANCED RISK MODEL

An absolute return strategy. Global allocation offering upside potential, downside protection and contained volatility by identifying assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

Adhesion Wealth Advisors

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CONSERVATIVE ALLOCATION STRATEGY

Absolute return strategy. Global allocation offering upside potential, downside protection and contained volatility by identifying assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

STRATEGIC INCOME STRATEGY

Income-oriented strategy offering upside potential, downside protection and contained volatility by identifying income-producing assets classes in rising trends and using a proprietary stop-loss strategy to sell during falling trends.

HIGH YIELD CORPORATE BOND STRATEGY

An excellent approach for conservative investors seeking income. The strategy invests exclusively in high yield corporate bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.

MUNICIPAL BOND STRATEGY

An excellent approach for conservative investors in high income-tax brackets. The strategy invests exclusively in municipal bond funds during periods of rising trends and uses a proprietary stop-loss strategy to sell during falling trends.