Our Resources

Rules-Based Investment Process in Motion Synopsis: Mutual Funds Through March 31, 2025

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Mutual Funds due to market movement over the past 18 months up through March 31, 2025.

Rules-Based Investment Process in Motion Synopsis: Ocean Park Models Through March 31, 2025

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Models due to market movement over the past 18 months up through March 31, 2025.

Rules-Based Investment Process in Motion Synopsis: Strategies Through March 31, 2025

Reflects how our truly tactical, rules-based investment process reacted with regard to the Ocean Park Strategies due to market movement over the past 18 months up through March 31, 2025.

Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through Rules-Based Process in Motion Snapshot: Balanced Risk Model Ending April 7, 2025.

Rules-Based Process in Motion Snapshot: Strategic Income Strategy Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through April 7, 2025.

Rules-Based Process in Motion Snapshot: Tactical Risk Spectrum 50 Fund Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through April 7, 2025.

Rules-Based Process in Motion Snapshot: Tactical Core Income Fund Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through April 7, 2025.

Rules-Based Process in Motion Snapshot: Tactical Bond Strategy & Municipal Bond Strategy Ending April 7, 2025

Reflects how our tactical rules-based investment process reacted due to market movement through April 7, 2025.

Rules-Based Process in Motion Snapshot: Moderate Allocation Strategy Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through April 7, 2025.

Rules-Based Process in Motion Snapshot: Conservative Allocation Strategy Ending April 7, 2025

Reflects how our truly tactical rules-based investment process reacted due to market movement through April 7, 2025.

Tactical Core Income Fund Performance vs. Fixed Income Sectors Ending March 31, 2025

A visual view of the Ocean Park Tactical Core Income Fund performance against fixed income sectors from 2012 to 2024.

Conservative Allocation Strategy - Quarterly Returns vs. Annual Returns

Conservative Allocation Strategy - Quarterly Returns vs. Annual Returns (Q1 2025)

Performance Snapshot: Models Through March 31, 2025

Performance analysis for Ocean Park Models, approved for client use, and updated through March 31, 2025.

Performance Snapshot: SMA Programs Through March 31, 2025

Performance analysis for Ocean Park Programs, approved for client use, and updated through March 31, 2025.

Performance Snapshot: Global Balanced Series Through March 31, 2025

Performance analysis for Ocean Park Global Balanced Series, approved for client use, and updated through March 31, 2025.

Performance Snapshot: Strategies Through March 31, 2025

Performance analysis for a select number of Ocean Park Strategies, approved for client use, and updated through March 31, 2025.

Ocean Park Mutual Funds: Trailing Returns Performance Snapshot through March 31, 2025

Monthly performance analysis booklet for the Ocean Park Mutual Funds, updated through March 31, 2025.

Ocean Park Active ETFs: Performance Snapshot through March 31, 2025

Performance analysis for Ocean Park Active ETFs, approved for client use, and updated through March 31, 2025.

Ocean Park Tactical Municipal Fund: Performance Snapshot through March 31, 2025

Monthly performance analysis booklet for the Ocean Park Tactical Municipal Fund sourced through Morningstar, updated through March 31, 2025.

Ocean Park Tactical Core Income Fund: Performance Snapshot through March 31, 2025

Monthly performance analysis booklet for Ocean Park Tactical Core Income Fund sourced through Morningstar. Updated through March 31, 2025.

Ocean Park Tactical Bond Fund: Performance Snapshot through March 31, 2025

Monthly performance analysis booklet for the Ocean Park Tactical Bond Fund sourced through Morningstar, updated through March 31, 2025.

Municipal Bonds are Anything but Boring

Municipal bonds are supposed to be boring, but we believe they’ve been anything but boring. The environment has created an opportunity for tax harvesting and for evaluating how you allocate to municipal bonds.

Navigating Uncertainty

Special Update of Investment Insights: Chief Investment Officer, provides perspective on the evolving volatility of the global equity market.

Tariff Tumult: Global Markets Tumble as Trump Imposes Sweeping Import Tariffs

Chief Investment Officer James St. Aubin speaks on the effects of President Trump's "Liberation Day" tariffs.

Death of an Expansion Cycle

Investments take the escalator up, and the elevator down.

Too Much of a Good Thing? Examining the Risks of America’s Growing National Debt

Chief Investment Officer James St. Aubin examines the risks of America’s growing national debt.

Bull & Bear Markets – Strategic Income Strategy Analysis

See how Ocean Park’s Strategic Income Strategy performed in bull and bear bond markets.

Duration and Yield of the Bloomberg U.S. Aggregate Bond Index

This flyer shows the duration and yield of the Bloomberg U.S. Aggregate Bond Index from January 1, 1976 through January 31, 2025.

Bull & Bear Markets – Tactical Core Income Fund Analysis

See how Ocean Park’s Tactical Core Income Fund performed in bull and bear bond markets.

Riding High, Looking Ahead: Markets at a Crossroads

Chief Investment Officer James St. Aubin reviews 2024 and shares relevant data regarding the 2025 economic and market outlook.

Emotions of Investing

While “Most Investors” may be swayed by the market ups and downs, we believe the “Successful Investor” is someone who remains patient and disciplined, potentially leading to better financial outcomes.

Historical Correlation of Stocks and Bonds: Positive, Negative, or Variable?

Between 2001 and 2020, a 20-year pattern led to the false impression that stocks and bonds exhibit almost no correlation to one another. CIS Ryan Harder explores the historic correlation between stocks and bonds and highlights an asset class correlated to neither.

Average Returns Can Be Misleading

This flyer shows how average return numbers can be misleading vs. the more accurate annualized return when comparing various mutual funds.

ETF Models Profile Page

Ocean Park ETF Models have two objectives, to provide total return and to limit exposure to downside risk.

Our Commitment to Allocation Transparency

We are committed to providing you with tools that make your life easier as an advisor. Among the many ways we achieve this are through the variety of asset allocation reports that we make available.

Tactical Bond Strategy Brochure

An alternative approach to a traditional asset class.

Risk-on vs. Risk-off: Tactical Bond Strategy

See risk-on and risk-off investments since the strategy's inception, as well as the percentage allocated to cash, January 2022 - December 2023.

2024 Capital Gains Distribution Estimates

Performance During Two Major Downturns: Ocean Park Conservative Allocation Strategy

A look at the Ocean Park Conservative Allocation Strategy during the 2008 financial crisis and major market sell-offs. 

Ocean Park ETF Profile

Tactical Risk Spectrum Fund Series

Tactical Bond Fund Brochure

Disciplined Risk Management: Our Investment Process

An overview of our disciplined risk management investment process.

% Invested, Risk-on vs. Risk-off: Tactical Core Income Fund

See risk-on and risk-off investments since the fund's inception, as well as the percentage allocated to cash.

Sales Support Territory Map

A single flyer that gives you quick access to the team of sales professionals servicing your territory.

CIO Insights Special Update: April 8, 2025

James St. Aubin discusses recent financial market volatility triggered by President Trump's hawkish tariff announcement.

The Value of Outsourcing

Director of National Accounts, Tiana Brenneise, speaks about the value of outsourcing.

Quarterly Webcast Q3 2024

Our Chief Investment Officer and Chief Investment Strategist share their view of the latest trends and strategies shaping the investment landscape.

CIO Insights: June 14, 2024

In June’s CIO Insights, James St. Aubin unpacks recent economic reports and the Fed’s June meeting in relation to the markets.

About Us

Since 1989, our founders' rules-based, buy-and-sell disciplines have sought to help investors limit downside risk, grow their wealth, and achieve their investment goals.

The Founders' Series, Episode 1 | The Founders

The Founders' Series, Episode 2 | A Meeting Of Minds

The Founders' Series, Episode 3 | Two Floppy Drives And a Westie

The Founders' Series, Episode 4 | The Big Idea

The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps

The Founders' Series, Episode 5 | Grassroots Growth: Windshields, Seminars, and Stamps

The Founders' Series, Episode 6 | Hundreds of Households, Few Fact Patterns