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.

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 stoploss 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.