Rules-Based Investment Process in Motion Synopsis: Ocean Park Models Through March 31, 2025
Apr 14, 2025
Asset Allocations
Portfolio holdings are subject to change, vary over time and should not be considered a recommendation to buy any individual security.
Resources
Investment Objective and Strategy
The Ocean Park Diversified Municipal Bond Model (the “Model”) has two objectives, to provide total return and to limit exposure to downside risk.
The Model offers exposure to municipal bonds of any credit quality and maturity. The Model will tactically allocate between municipal bond funds and cash equivalents and/or short term bond funds. The Model may also invest in state-specific municipal bond funds.
The Model seeks to participate opportunistically in municipal bond market uptrends. Cash equivalents and/or short-term bond funds are held in the absence of uptrends in municipal bonds. The Model may hold affiliated funds.