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Conservative Allocation Strategy
The Ocean Park Conservative Allocation Strategy has two investment objectives: to provide long-term total return and to limit volatility and downside risk. The Strategy's multi-asset diversification approach employs unusually broad diversification across asset classes, markets, industries and i...
Learn MoreBalanced Risk Model
The Ocean Park Balanced Risk Model has two investment objectives: to provide long-term total return and to limit volatility and downside risk. The Strategy’s multi-asset diversification strategy employs unusually broad diversification across asset classes, markets, industries and issuers. A pas...
Learn MoreDiversified Municipal Bond Model
The Ocean Park Diversified Municipal Bond Model seeks to produce satisfying long-term returns while limiting downside risk. Returns are created from interest income as well as increases in bond prices. The interest income from municipal bonds is tax-exempt at the federal level, providing a valua...
Learn MoreHigh Yield Corporate Bond Strategy
The Ocean Park High Yield Corporate Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk. Returns are the result of or driven by interest income as well as increases in bond prices. The Strategy diversifies a client’s account among at least four (often up to t...
Learn MoreModerate Allocation Strategy
The Ocean Park Moderate Allocation Strategy has two investment objectives: to provide long-term total return and to limit volatility and downside risk. The Strategy aims to provide investors a globally unconstrained, tactically managed balanced portfolio. The Strategy’s multi-asset diversificati...
Learn MoreMunicipal Bond Strategy
The Ocean Park Municipal Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk. Returns are the result of or driven by interest income as well as increases in bond prices. The interest income from municipal bonds is tax-free at the federal (and sometimes state...
Learn MoreStrategic Income Strategy
The Ocean Park Strategic Income Strategy seeks to achieve satisfactory Total Return – income and capital appreciation – over each market cycle, while limiting drawdowns, an approach that has in recent years been called absolute return. It is a globally diversified strategy, with asset allocation...
Learn MoreTactical Allocation Model
The Tactical Allocation Model blends the downside protection discipline employed by Ocean Park Asset Management (Ocean Park) with the dynamic equity investment process of Advanced Asset Management Advisors (AAMA).
Learn MoreTactical Bond Model
The Ocean Park Tactical Bond Model seeks to produce satisfying long-term returns while limiting downside risk. It uses a tactical approach to move between three uncorrelated asset classes: High Yield Corporate Bonds (HYCB), U.S. Treasuries, or Cash
Learn MoreTactical Bond Strategy
The Ocean Park Tactical Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk. It uses a tactical approach to move between three uncorrelated asset classes: High Yield Corporate Bonds (HYCB), U.S. Treasuries, or Cash. Tactical Bond Strategy accounts are diversi...
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There are many ways of integrating Ocean Park’s investment disciplines into your client’s portfolios. Let’s begin with a quick discussion to review how we can best enhance your client’s experience with our solutions.