Municipal Bond Strategy

Available on TAMP Platforms

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INVESTMENT OBJECTIVE AND STRATEGY

The Ocean Park Municipal 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 interest income from municipal bonds is tax-free at the federal (and sometimes state) level, providing a valuable benefit for clients in relatively high income tax brackets. The Strategy diversifies a client’s account among at least four (often up to ten) municipal bond mutual funds, including national and state-specific. Each holding is monitored daily and during declines, a proprietary stop-loss discipline is implemented with the goal of limiting drawdowns. The Strategy will be fully invested when there are many Buy signals and will, at times, be fully in cash when the universe of municipal bond mutual funds are showing Sell signals.

GROWTH OF $100,000 - AFTER FEES

Updated Quarterly
Source of data is from June 30, 2014 to September 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 Municipal Bond Strategy is the Bloomberg Barclays Municipal Bond Index, which is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year. One cannot invest directly in an index or category and unmanaged index or category returns do not reflect any fees, expenses, or sales charges.

FOR QUESTIONS
AND INQUIRIES

CALL 844-727-1813
OR VISIT OUR CONTACT PAGE