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VIEW ALLOur tactical, rules-based process takes the guesswork and emotion out of making investment decisions and seeks to protect our clients and their portfolios.
Contact UsThe Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
WatchTrend Following
When To Buy
We evaluate buying opportunities when our quantitative decision rules identify an uptrend in the price of a security.
Security Selection
What To Buy
We seek to buy securities exhibiting strong risk-adjusted returns during a recent uptrend.
Trailing Stop-Loss Discipline
When To Sell
We will sell a security when our quantitative decision rules identify a downtrend in the price of a security.
Our investment management style was developed to fill a gap in the marketplace. The disciplines we’ve created provide guidelines regarding when we buy, what we buy, and when we sell, with the aim of limiting downside risk and providing satisfying returns over a market cycle.
Our ProcessOur strategies address a full range of investor goals. Whether you are looking for a complete outsourced solution or looking to combine us with existing managers, we have a variety of solutions that may be an ideal fit for your portfolio.
Our StrategiesProvide Long-term Total Return
Limit Volatility and Downside Risk
Since 1987, we have helped advisors and their clients limit downside risk and grow their wealth, using decades of strategic research and a tactical, rules-based investment approach. Our solutions can complement existing investment portfolios, whether they be diversified or a single asset strategy.
About UsFinalist: Industry Awards Category: Firms <25B AUM (2023)
Sierra Mutual Funds and Ocean Park Asset Management did not win the Asset Manager of the Year award noted above announced on October 11, 2023, as part of the MMI/Barron’s Industry Awards. Finalists were revealed in August 2023. These Industry awards, co-sponsored by the Money Management Institute (MMI) and Barron’s, were based on achievements since the last award announcements. There was no payment to MMI or Barron’s for the award nomination, however fees are paid for MMI Membership.
Finalist: Multi Asset Strategist Category: 2023 Envestnet Asset Manager Awards
Ocean Park Asset Management were not awarded Asset Manager of Year (for its Tactical Bond Strategy in the Multi-Asset Strategist Category) when awards were announced on April 26, 2023. The awards are provided by Envestnet Asset Management, Inc. and its subsidiaries and affiliates. Finalists were announced in April 2023. These awards are announced annually in April, based on achievements since the last award announcement. Ocean Park did not directly compensate Envestnet for inclusion in the award nomination process, however Ocean Park does provides sponsorship and other financial considerations to Envestnet.
Finalist: Fixed Income Allocation Category
Ocean Park Asset Management was not awarded the SmartX 2023 X Award for the Fixed Income Allocation Category when awards were announced on April 11, 2023. The SmartX X Awards are awarded by SmartX Advisory Solutions to recognize leading strategies within the model marketplace on the SMArtX platform. Finalists were announced in February, 2023. These awards are announced annually in April, based on achievements since the last award announcement. Ocean Park Asset Management did not directly compensate SmartX for inclusion in the award nomination process, however Ocean Park does provide sponsorship and other financial considerations to SmartX.
Established in 1987 in Santa Monica, California
Founded by David C. Wright, JD and Kenneth L. Sleeper, MBA, PhD
$5.1B Assets Under Management across all affiliates as of 12/31/23*
CIO Insights: February 29, 2024
In this February 29, 2024 edition of CIO Insights, James St. Aubin discusses how consumers could control the fate of the economy, for better or worse.
CIO Insights: February 5, 2024
2023 Year-End Quarterly Webcast
At the end of 2023, the financial markets were pricing in a Goldilocks environment for 2024 that included continued disinflation and resilient economic growth. Will that outlook materialize and what could happen to asset prices if it doesn’t? Hear thoughts and analysis our Investment Team leaders and see how our investment products responded in Q4 across fixed income and equity asset classes.
Our Commitment to TAMPs
Disciplined Risk Management
The Value of Tactical in Every Portfolio
The Quantitative, Rules-Based Investment Process that has defined our disciplined risk management for 35 years.
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.