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 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.
Ocean Park Conservative Allocation Strategy Fact Sheet - Gross of Fees
September 2020 Rules-Based Process in Motion: Conservative Allocation Strategy
Ocean Park Conservative Allocation: Managing the Sequence of Returns in the Distribution Phase
Historic Allocations: Ocean Park Conservative Allocation Strategy
The foundation of our investment process begins with two very simple goals:
Whether it be a diversified or single asset strategy, all Ocean Park programs are managed with the same goal-based approach.
† The benchmark for the Ocean Park Conservative Allocation Strategy 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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Ocean Park Asset Management, Inc. is an SEC registered investment adviser. Investments employing Ocean Park strategies are NOT insured by the FDIC or by any other Federal Government Agency and MAY result in loss of principal.