All fact Sheets
Get All The Latest Fact Sheets In One Location
VIEW ALL
Log in to see exclusive content:
The Tactical Allocation Model blends the downside protection discipline employed by Ocean Park Asset Management (Ocean Park) with the dynamic equity investment process of Advanced Asset Management Advisors (AAMA).
RESOURCES
Ocean Park Asset Management | Fact Sheets
Q4 2022 Tactical Allocation Model Profile Sheet
January 26, 2023
Ocean Park Tactical Allocation Model Profile Sheet as of December 31, 2022.
VIEW RESOURCEOUR INVESTMENT PROCESS
The foundation of our investment process begins with two very simple goals:
- Prevent large, unrecoverable losses and reduce volatility
- 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.
ALLOCATION POSITIONS
Current Positions
Allocations are subject to change.
Monthly Positions
Allocations are subject to change.
Historical Allocation Positions
to
Allocations are subject to change.
FOR QUESTIONS
AND INQUIRIES
CALL 844-727-1813
OR VISIT OUR CONTACT PAGE
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.