Balanced Risk Model

Available at Orion Portfolio Solutions

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Investment Objective and Strategy

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 passive “buy and hold” strategy is not employed. As part of an integrated risk-management discipline, the Strategy monitors underlying holdings daily and applies a trailing stop discipline to each holding, based on a proprietary approach, to limit the impact of any sustained decline in a given asset class or holding. The overall asset allocation of the Strategy is not fixed. It can and does change significantly over time, re-allocating the portfolio in response to trend changes in the U.S. and global economy and in various investment markets.

Growth of $100,000 - After Fees

Updated Quarterly
Source of data is from December 31, 1994 to June 30, 2020

OUR INVESTMENT PROCESS

The foundation of our investment process begins with two very simple goals:

  1. Prevent large, unrecoverable losses and reduce volatility
  2. Produce satisfying, risk-adjusted returns over a market cycle

Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.

ASSET ALLOCATIONS

Monthly Allocation Breakdown

Historical Allocation Breakdown

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† The benchmark for the Ocean Park Balanced Risk Model is the Morningstar Allocation — 15% to 30% Equity Category, which is comprised of portfolios which seek to provide both income and capital appreciation by investing in multiple asset classes, including stocks, bonds, and cash. These portfolios are dominated by domestic holdings and have equity exposures between 15% and 30%. One cannot invest directly in an index or category, and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.

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AND INQUIRIES

CALL 844-727-1813
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