Complement your current portfolio
The Ocean Park Mutual Funds
Our mutual fund strategies address a full range of investor goals. Whether you are looking for a completely outsourced solution or to combine us with an existing manager, we have a variety of solutions that may be an ideal fit for your clients’ portfolios.
Tactical Bond Fund
Tactical Core Growth Fund
Tactical Core Income Fund
Tactical Municipal Fund
Tactical All Asset Fund
Tactical Risk Spectrum 30 Fund
Tactical Risk Spectrum 50 Fund
Tactical Risk Spectrum 70 Fund
*Primary benchmark for each strategy
The three Tactical Risk Spectrum Funds (30, 50, and 70) target the noted average equity exposure over three years.
Risk Spectrum 30 targets 15%-30% equity exposure over three years.
Risk Spectrum 50 targets 30%-50% equity exposure over three years.
Risk Spectrum 70 targets 50%-70% equity exposure over three years.
Committed to a Quantatative, Rules-Based Approach
Our Investment Process
We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.
