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Home | Solutions

OUR STRATEGIES

Solutions engineered to address a full range of investor goals.

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Filter By Platform:Global Balanced SeriesSMA Programs

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...

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Historic Asset Positions: Conservative Allocation Strategy

Q4 2022 Conservative Allocation Strategy Fact Sheet

Rules-Based Process in Motion: Conservative Allocation Strategy Ending February 28, 2023

Balanced 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...

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Historic Asset Positions: Balanced Risk Model

Q4 2022 Balanced Risk Model Fact Sheet

Rules-Based Process in Motion: Balanced Risk Model Ending February 28, 2023

Diversified 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...

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Q4 2022 Diversified Municipal Bond Model Fact Sheet

High 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...

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Moderate 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...

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Moderate Allocation Strategy Brochure

Moderate Allocation Strategy - Introductory Flyer

Q4 2022 Moderate Allocation Strategy Fact Sheet

Rules-Based Process in Motion: Moderate Allocation Strategy Ending February 28, 2023

Municipal 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...

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Q4 2022 Municipal Bond Strategy Fact Sheet

Strategic 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...

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Historic Asset Positions: Strategic Income Strategy

Q4 2022 Strategic Income Strategy Fact Sheet

Rules-Based Process in Motion: Strategic Income Strategy Ending February 28, 2023

Tactical 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).

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Q4 2022 Tactical Allocation Model Profile Sheet

Tactical 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

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Q4 2022 Tactical Bond Model Fact Sheet

Tactical 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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Tactical Bond Strategy Brochure

Q4 2022 Tactical Bond Strategy Fact Sheet

Performance Snapshot: Tactical Bond Strategy Through September 30, 2022

Performance Snapshot: Tactical Bond Strategy Through October 31, 2022

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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.

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