Ocean Park Asset Management
  • About Us
  • Process
  • Solutions
  • Resources
  • Contact Us
Fact Sheet Placeholder

All fact Sheets

Get All The Latest Fact Sheets In One Location

VIEW ALL
  • About Us
  • Process
  • Solutions
  • Resources
  • Contact Us
  • Insights
  • FAQs
  • Form CRS

Platforms We Work With

  • Envestnet
  • Orion Portfolio Solutions
  • Axos Advisor Services
  • Adhesion Wealth Advisors
  • Sawtooth Solutions
  • SMArtX Advisory Solutions
  • Union by Potomac
  • USA Financial Exchange
  • Virtue Capital Management
  • GeoWealth

Log in to see exclusive content:

Forgot Your Password?
Register

Tactical Bond Model

The Ocean Park Tactical Bond Model seeks to produce satisfying long-term returns while limiting downside risk. It uses a tactical approach to move between three uncorrelated asset classes: High Yield Corporate Bonds (HYCB), U.S. Treasuries, or Cash

Updated Quarterly
Performance data quoted represents past performance and is not a guarantee of future returns.

Source of data is from January 01, 1989 to June 30, 2022

RESOURCES

Fact Sheets

Ocean Park Asset Management | Fact Sheets

Q4 2022 Tactical Bond Model Fact Sheet

January 26, 2023

Ocean Park Tactical Bond Model Fact Sheet as of December 31, 2022.

VIEW RESOURCE

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.

Learn more about our
investment process

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.

Get Started
  • Form CRS
  • GIPS Verification
  • Terms & Privacy Policy
  • Email Preferences
  • Contact
  • Sitemap

© Copyright 2023 Ocean Park Asset Management, Inc. All Rights reserved.

Ocean Park Asset Management, Inc. is an SEC registered investment adviser.

Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV).