Ocean Park Asset Management Enhances Advisor Portfolio Access
Ocean Park Asset Management Expands Offerings for Advisors
In an exciting development for financial advisors, Ocean Park Asset Management has announced that five of its investment strategies are now available on LPL Financial's Model Wealth Portfolios (MWP) platform. The strategies include the Ocean Park Tactical Bond Strategy, Ocean Park Municipal Bond Strategy, Ocean Park Strategic Income Strategy, Ocean Park Conservative Allocation Strategy, and Ocean Park Moderate Allocation Strategy. This move underscores Ocean Park's commitment to leveraging a quantitative, rules-based investment approach that emphasizes trend following, meticulous security selection, and an effective trailing stop discipline.
Empowering Financial Advisors
Colin Barber, the Managing Director of Strategic Partnerships at Ocean Park Asset Management, expressed enthusiasm about this new alignment: "Putting our model portfolio solutions in the hands of LPL advisors is exciting, and we are prepared to engage and support the financial professionals who now have access to them." He further explained that these strategies are designed to cater to diverse investment preferences, balancing fixed income and equity-based solutions. Each strategy aims to achieve two primary objectives: delivering total returns while minimizing downside risk.
Commitment to Evolving Strategies
Ocean Park's leadership is dedicated to continuously evolving its portfolio offerings to align with the shifting demands of advisors and their clients. Skip Schweiss, the CEO of Ocean Park Asset Management, mentioned, "AUM in model portfolios has grown to $424 billion since 2021, according to Morningstar. We believe more advisors are clearly embracing the efficiencies and business advantages that can come with competitive platforms like LPL's MWP." This growth reflects a significant trend in the investment advisory landscape, emphasizing the increasing reliance on model portfolios as a tool for delivering superior client service.
Broader Offerings on LPL’s Platforms
Beyond the MWP platform, important strategies such as the Tactical Bond Strategy, Conservative Allocation Strategy, and Strategic Income Strategy are also accessible on LPL’s Manager Select platform. This multi-platform availability allows advisors to select the strategy that best fits their clients’ individual needs while building robust investment portfolios.
About Ocean Park Asset Management
Ocean Park Asset Management, LLC, is an SEC-registered investment advisor, offering expertise in investment management services primarily to mutual funds and exchange-traded funds (ETFs), including the Sierra Mutual Funds and Ocean Park ETFs. With a robust asset management profile, Ocean Park and its affiliates oversee or advise more than $5.3 billion of client assets. This sizable portfolio reflects a commitment to providing high-quality investment management in a complex financial landscape.
Building Investor Trust
Clients are invited to learn more about Ocean Park’s diverse investment solutions. For inquiries regarding their services, interested parties can contact their shareholder services at 1-866-738-4363 or explore more on their official site. While registration does not guarantee superior performance, Ocean Park is dedicated to transparency and accessibility in its operations.
Frequently Asked Questions
What is the significance of Ocean Park's offerings on the MWP platform?
Ocean Park's strategies available on the MWP platform provide advisors with robust options that cater to varied investment goals, including risk management and performance enhancement.
How are the strategies designed by Ocean Park distinct?
Each strategy utilizes a rules-based, quantitative investment process that focuses on security selection and trend following to optimize investment outcomes.
What strategy offerings are available beyond the MWP platform?
In addition to MWP, Ocean Park's Tactical Bond, Conservative Allocation, and Strategic Income Strategies are offered on LPL’s Manager Select platform.
What does Ocean Park emphasize in its investment philosophy?
The firm prioritizes delivering total return while minimizing downside risks, ensuring that strategies are adaptable to changing market conditions.
How can potential clients connect with Ocean Park?
Investors can reach out via their shareholder services or visit their website for detailed information on their investment offerings and services.
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