All fact Sheets
Get All The Latest Fact Sheets In One Location
VIEW ALLLog in to see exclusive content:
Filter By Strategy:
Filter By Platform: Active ETFs Active ETFs Global Balanced Series SMA Programs
Conservative Allocation Strategy
The Ocean Park Conservative Allocation Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers a diversified multi-asset portfolio designed for investors with a conservative risk profile. When equities are in an uptrend, t...
Learn MoreBalanced Risk Model
The Ocean Park Balanced Risk Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk. The Model offers a diversified multi-asset portfolio designed for investors with a conservative risk profile. When equities are in an uptrend, the Strategy targets...
Learn MoreDiversified Municipal Bond Model
The Ocean Park Diversified Municipal Bond Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk. The Model offers exposure to municipal bonds of any credit quality and maturity. The Model will tactically allocate between municipal bond funds and c...
Learn MoreHigh Yield Corporate Bond Strategy
The Ocean Park High Yield Corporate Bond Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers exposure to high yield corporate bonds. The Strategy will tactically allocate between high yield corporate bond funds and cas...
Learn MoreModerate Allocation Strategy
The Ocean Park Moderate Allocation Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers a diversified multi-asset portfolio designed for investors with a moderate risk profile. When equities are in an uptrend, the Strat...
Learn MoreMunicipal Bond Strategy
The Ocean Park Municipal Bond Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers exposure to municipal bonds of any credit quality and maturity. The Strategy will tactically allocate between municipal bond funds and c...
Learn MoreStrategic Income Strategy
The Ocean Park Strategic Income Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers exposure to an income-oriented portfolio. Income-oriented asset classes include, but are not limited to, government bonds, corporate b...
Learn MoreTactical Allocation Model
By combining the methods of two managers, the Tactical Allocation Model provides a solution to investors, with the objectives of maintaining a component of downside risk protection while participating in equity returns. The Model blends the downside risk management discipline employed by Ocean Pa...
Learn MoreTactical Bond Model
The Ocean Park Tactical Bond Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk. The Model offers exposure to high yield corporate bonds and long-term Treasuries. The Model will tactically allocate between high yield corporate bond funds, long-...
Learn MoreTactical Bond Strategy
The Ocean Park Tactical Bond Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers exposure to high yield corporate bonds and long-term Treasuries. The Strategy will tactically allocate between high yield corporate bond...
Learn MoreGrowth Allocation Strategy
The Ocean Park Growth Allocation Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers a diversified multi-asset portfolio designed for investors with an aggressive risk profile. When equities are in an uptrend, the Stra...
Learn MoreModerate Growth Allocation Strategy
The Ocean Park Moderate Growth Allocation Strategy (the “Strategy”) has two objectives, to provide total return and to limit exposure to downside risk. The Strategy offers a diversified multi-asset portfolio designed for investors with a moderately aggressive risk profile. When equities are in a...
Learn MoreACTIVE ETF FUNDS
For performance and detailed fund information, please choose the ETF you would like to review:
Ocean Park Domestic ETF Ocean Park International ETF Ocean Park Diversified Income ETF Ocean Park High Income ETFLet's Get Started
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.