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Solutions engineered to address a full range of investor goals.
Balanced 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 unusually broad diversification across asset classes, markets, industries and issuers. A pas...Learn More
Diversified Municipal Bond Model
The Ocean Park Diversified Municipal Bond Model seeks to produce satisfying long-term returns while limiting downside risk. Returnsare created from interest income as well as increases in bond prices.View PDF
Tactical Allocation Model
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).View PDF
Tactical Bond Model
The Ocean Park Tactical Bond Model seeks to produce satisfying long-term returns while limiting downside risk. It uses a tacticalapproach to move between three uncorrelated asset classes: High Yield Corporate Bonds (HYCB), U.S. Treasuries, or CashView PDF
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