SMAs
Owned by the investor, professionally managed.
Separately Managed Accounts
Separately Managed Accounts (SMAs) are one of the many ways to access Ocean Park's investment management services. SMA investors work with financial professionals to develop personal investment objectives and plans.
CONSERVATIVE ALLOCATION PROGRAM
The Ocean Park Conservative Allocation Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers a diversified multi-asset portfolio which targets equity exposure between 15% and 30% when equities are in an uptrend. Equity exposure may vary above or below this range.
The Program is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.
MODERATE ALLOCATION PROGRAM
The Ocean Park Moderate Allocation Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers a diversified multi-asset portfolio which targets equity exposure between 50% and 70% when equities are in an uptrend. Equity exposure may vary above or below this range.
The Program is unconstrained, tactically managed and invests primarily across global equity and fixed income asset classes.
HIGH YIELD CORPORATE BOND PROGRAM
The Ocean Park High Yield Corporate Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers exposure to high yield corporate bonds.
The Program seeks to participate opportunistically in high yield corporate bond market uptrends.
TACTICAL BOND PROGRAM
The Ocean Park Tactical Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers exposure to high yield corporate bonds and long-term Treasuries.
The Program seeks to participate opportunistically in bond market uptrends, primarily through high yield corporate bond funds and secondarily through long-term Treasury funds.
CALIFORNIA MUNICIPAL BOND PROGRAM
The Ocean Park California Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to market downside risk.
The Program offers exposure to California municipal bonds. The Program may invest in both investment grade and non-investment grade California municipal bond funds. The Program may also invest in national municipal bond funds.
The Program seeks to participate opportunistically in California municipal bond market uptrends.
MUNICIPAL BOND PROGRAM
The Ocean Park Municipal Bond Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers exposure to municipal bonds. The Program may invest in both investment grade and non-investment grade municipal bond funds.
The Program seeks to participate opportunistically in municipal bond market uptrends.
STRATEGIC INCOME PROGRAM
The Ocean Park Strategic Income Program (the “Program”) has two objectives, to provide total return and to limit exposure to downside risk.
The Program offers exposure to an income-oriented portfolio.
The Program is unconstrained, tactically managed and invests in a diversified selection of income-oriented asset classes.