OUR STRATEGIES

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 strategy employs broad diversification across asset classes, markets, industries and issuers. A...

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...

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-free at the federal (and sometimes state) leve...

The Ocean Park High Yield Corporate Bond Strategy 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 Strategy diversifies a client’s account among at least four (often up to ten) high yield...

The Ocean Park Moderate Allocation Strategy offers a diversified multi-asset portfolio suitable for investors with a moderate risk profile. The Strategy is unconstrained, tactically managed, and invests across global equity and fixed income markets. The Strategy aims to provide long-term total re...

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...

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...

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). The objective is to participate in equity returns while maintaining a component of...

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. The Tactical Bond Model accounts are diversifie...

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 Model accounts are diversifi...