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Home | Strategies

OUR STRATEGIES

Solutions engineered to address a full range of investor goals.

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Filter By Platform:Global Balanced SeriesSMA Programs

Conservative Allocation Strategy

The Ocean Park Conservative Allocation Strategy has two investment objectives: to provide long-term total return and to limit volatility and downside risk.  The Strategy's multi-asset diversification approach employs unusually broad diversification across asset classes, markets, industries and i...

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Conservative Allocation Strategy Fact Sheet - Gross of Fees

Conservative Allocation: Managing the Sequence of Returns in the Distribution Phase

Historic Asset Positions: Conservative Allocation Strategy

May 2022 Rules-Based Process in Motion: Conservative Allocation Strategy

High 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 the result of or driven by interest income as well as increases in bond prices. The Strategy diversifies a client’s account among at least four (often up to t...

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High Yield Corporate Bond: Managing the Sequence of Returns in the Distribution Phase

High Yield Corporate Bond Strategy Fact Sheet - Gross of Fees

Comparison: Ocean Park High Yield Corporate Bond Strategy vs. S&P 500 & Russell 2000

Municipal Bond Strategy

The Ocean Park Municipal Bond Strategy seeks to produce satisfying long-term returns while limiting downside risk. Returns are the result of or driven by interest income as well as increases in bond prices. The interest income from municipal bonds is tax-free at the federal (and sometimes state...

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Municipal Bond Strategy Fact Sheet - Gross of Fees

Municipal Bond Strategy Fact Sheet - Net of Fees

Strategic 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...

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Strategic Income Strategy Fact Sheet - Gross of Fees

Historic Asset Positions: Strategic Income Strategy

May 2022 Rules-Based Process in Motion: Strategic Income Strategy

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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.

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