Ocean Park Asset Management Tactical Risk Managed Models

We Believe in Disciplined Risk Management

In 1987, Ocean Park Asset Management’s founders developed a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth with the objectives of:

• ​Participating opportunistically in global investment uptrends
• ​Using a tactical discipline to help limit downside risk

Our Investment Process

We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.

Trend Following

• ​We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
• ​An uptrend is determined by a security’s price rising above both the recent low of its upper band and a secondary moving average.
• ​A security’s bands are related to its historic volatility and are offset above and below a short-term exponential moving average.

Security Selection

• ​We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
• ​Additional metrics, such as strength of the recent uptrend, historical volatility, and correlation to existing holdings, are considered in portfolio construction.
• ​If there are multiple securities with buy signals in the same asset class, preference is towards buying securities with better, recent risk-adjusted performance.
• ​For multi-asset-class portfolios, if there are a number of securities with buy signals across different asset classes, risk and diversification are also considered, with the goal of preventing one asset class from having an outsized impact on the portfolio.

Trailing Stop Discipline

• ​We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
• ​A downtrend is determined by a security’s price falling below the recent high of its lower band – an event which triggers a sell signal.
• ​Our Trailing Stop Discipline seeks to limit the impact of a further decline in value of a security on the overall portfolio.
• ​Our Trailing Stop Discipline is applied across positions in each of our managed portfolios and monitored daily.
• ​When a position is sold, we may keep the proceeds in cash or buy another security.

Solutions to Fit Various Client Risk Profiles

Transitioning to incorporate more significant use of equities.

Available Models

Ocean Park models help empower advisors to construct investment solutions that are both compelling and outcome-driven.

Balanced Risk

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• ​Fact Sheet

Moderate Allocation

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• ​Fact Sheet

Moderate Growth Allocation

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• ​Fact Sheet

Growth Allocation

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• ​Fact Sheet

Diversified Municipal Bond

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Tactical Allocation

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Tactical Bond

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Providing Transparency and Support

Navigate Our Solutions

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Monthly Model Performance Snapshot

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Investment Insights

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We look forward to working with you.

Our strategies address a wide range of investor goals. Whether you are looking for a complete outsourced solution or wish to combine us with an existing manager, any number of our solutions may be an ideal fit for your portfolios.

National Sales Desk:

(844) 727-1813

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