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VIEW ALLConservative Allocation Strategy
The Ocean Park Conservative Allocation Program has two investment objectives: to provide long-term total return and to limit volatility and downside risk. The Program's multi-asset diversification strategy employs broad diversification across asset classes, markets, industries and issuers. A pas...
Learn MoreBalanced Risk Model
The Ocean Park Balanced Risk Model has two investment objectives: to provide long-term total return and to limit volatility and downside risk. The Strategy’s multi-asset diversification strategy employs broad diversification across asset classes, markets, industries, and issuers. A passive “buy...
Learn MoreDiversified Municipal Bond Model
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 fluctuations in bond prices. The interest income from municipal bonds is tax-exempt at the federal level, providing a va...
Learn MoreHigh Yield Corporate Bond Strategy
The Ocean Park High Yield Corporate Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk. Returns are created from interest income as well as fluctuations in bond prices. The Strategy diversifies a client’s account among at least four (often up to ten) high yi...
Learn MoreModerate Allocation Strategy
The Ocean Park Moderate Allocation Strategy offers a diversified multi-asset portfolio suitable for investors with a moderate risk profile. The Strategy is unconstrained, tactically managed, and invests across global equity and fixed income markets. The Strategy aims to provide long-term total r...
Learn MoreMunicipal Bond 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 fluctuations in bond prices. The interest income from municipal bonds is tax-free at the federal (and sometimes state) level, pro...
Learn MoreStrategic Income Strategy
The Ocean Park Strategic Income Strategy seeks to achieve satisfactory Total Return – income and capital appreciation – over each market cycle, while limiting drawdowns, an approach that has in recent years been called absolute return. It is a globally diversified strategy, with asset allocation...
Learn MoreTactical Allocation Model
By combining the strengths of two managers, the Tactical Allocation Model provides a solution to investors, with the objectives of maintaining a component of downside risk protection while participating in equity returns. The Model blends the downside protection discipline employed by Ocean Park...
Learn MoreTactical 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. The Tactical Bond Model accounts are diversifi...
Learn MoreTactical Bond Strategy
The Ocean Park Tactical Bond Strategy may appeal to investors looking for a nontraditional bond holding that employs a disciplined risk management process. The Strategy employs a tactical, rules-based approach to access two typically uncorrelated asset classes: high-yield corporate bonds and long...
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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.