All fact Sheets
Get All The Latest Fact Sheets In One Location
VIEW ALLLog in to see exclusive content:
Available at Orion Portfolio Solutions
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 valuable benefit for clients in relatively high income tax brackets. The Model diversifies a client’s account directly and indirectly among a number of municipal bond mutual funds.
Trends in the municipal bond market will determine when the Model and its underlying holdings will be either fully invested or in cash. Each holding is monitored daily, and during declines a proprietary stop-loss discipline is executed with the goal of limiting drawdowns.
Ocean Park Asset Management | Fact Sheets
Q4 2022 Diversified Municipal Bond Model Fact Sheet
January 27, 2023
Ocean Park Diversified Municipal Bond Model Fact Sheet as of December 31, 2022.
VIEW RESOURCEThe 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.
Let'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.