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Spring Update
Updated through May 31, 2020
FOR MARKETING PURPOSES ONLY This material should not be relied upon as investment advice.
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Spring Update Updated through May 31, 2020 FOR MARKETING PURPOSES - - PowerPoint PPT Presentation
Spring Update Updated through May 31, 2020 FOR MARKETING PURPOSES - - PowerPoint PPT Presentation
Spring Update Updated through May 31, 2020 FOR MARKETING PURPOSES ONLY This material should not be relied upon as investment advice. Agenda 1 Our Truly Tactical Rules-based Discipline 2 Portfolio Changes Year-to-Date 3 How Advisors are
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Our Disciplined Process
Outcomes Delivered by Discipline
Since 1987, Ocean Park’s goals have been to help retirees and
- ther conservative investors limit downside risk and grow their
- wealth. Through the years, Ocean Park has remained
committed to a truly tactical, rules-based investment approach with the specific objectives of limiting downside risk and producing returns that a conservative investor would deem
- satisfying. Using decades of strategic research and our rules-
based discipline, we strive to help advisors and their clients meet their investment goals.
Truly Tactical, Rules-Based Decision-Making
Ocean Park Asset Management has a long-proven approach to each of these questions.
When to Buy – Quantitative, Rules-Based
- We buy only when our decision rules show an uptrend has begun or is in progress.
- Once a given asset class | sector begins an uptrend that is adequate to generate a
“Buy” signal under our proprietary discipline, we analyze all mutual funds and ETFs in that asset class | sector to determine which to buy.
- “Buy” signals are quantitative – and the discipline is the contrary of our trailing
stops for “Sell” signals.
What to Buy – The Most Complex Question
- As part of our risk-mitigation discipline, we give preference to asset classes |
sectors with low volatility – our trailing-stopbands will be tighter, thus when the trend reverses from up to down, we give back less.
- When there are multiple asset classes | sectors in uptrends, preference is given to
those that are not highly correlated to each other, or the overall portfolio.
When to Sell – Quantitative, Rules-Based
- We monitor and review our trailing-stop-loss discipline daily for every holding.
- When the price of a holding declines below the trailing-stop, we sell, and move
temporarily to cash.
- Our trailing-stops are completely quantitative and are proportionate to the historic
volatility of each asset class | sector.
- Our stop-loss discipline limits the impact of any sustained decline on the overall
portfolio.
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Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
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Holdings subject to change. Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
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Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
Even a small loss in the 1st year, can have a significant impact. Your client must now average 10.4% in years 2 – 5 to get back on track.
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Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
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Regional Sales Territories
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Chris Wilson | 678-733-5152 chris.wilson@oceanparkam.com
Northern California & NORTHWEST
AK, No. CA, ID, OR, WA
SOUTH CENTRAL
AR, LA, OK, TX
SOUTH
AL, GA, MS, SC, TN
Southern California & Hawaii
- So. CA, HI
GREAT LAKES | MIDWEST
IL, IN, KY, Western MI, St. Louis, WI
Florida & North Carolina
FL, NC
ROCKY MOUNTAINS
AZ, CO, MT, NM, NV, UT, WY
NORTHEAST
CT, MA, ME, NH, NY, RI, VT
NATIONAL SALES DESK: 844-727-1813
Michigan & HEARTLAND
IA, KS, Eastern MI, MN, MO, ND, NE, OH, SD
MID-ATLANTIC
DC, DE, MD, NJ, PA, VA, WV Alex Ward | 916-757-2383 alex.ward@oceanparkam.com Scott Schiewe | 817-456-5671 scott.schiewe@oceanparkam.com Austin Vizcaino | 909-973-2497 austin.vizcaino@oceanparkam.com Bill Phillips | 813-810-2900 bill.phillips@oceanparkam.com Bill Edmunds | 813-480-9543 bill.edmunds@oceanparkam.com Tomas Giardino | 602-377-9755 tomas.giardino@oceanparkam.com Hammid Firoozeh | 917-456-6508 hammid.firoozeh@oceanparkam.com Jeff Johnson | 312-731-4578 jeff.johnson@oceanparkam.com Marc DiFilippo | 215-360-8440 marc.difilippo@oceanparkam.com
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Thank You!
Our goal is help your clients remain comfortably invested.
FOR MARKETING PURPOSES ONLY This material should not be relied upon as investment advice. Ocean Park Asset Management, Inc. (“Ocean Park”) is an SEC registered investment advisor located in the State of California. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Advisor Public Disclosure website (www.adviserinfo.sec.gov). Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses.