Watch the video to learn who we are. There's more to our story than you might know.
关于我们
We Believe in Disciplined Risk Management. Our tactical, rules-based process seeks to take the guesswork and emotion out of making investment decisions with goal of protecting our clients and their portfolios. Ocean Park Asset Management does not approve or endorse any third-party communications posted on LinkedIn. Ocean Park Asset Management, LLC offers and provides investment advisory services directly to clients on a joint advisory basis; provides portfolio management services on a sub-advisory basis; and provides investment advisory services through a model delivery or strategist structure to other third-party investment advisers, broker dealers, and financial institutions. Ocean Park Asset Management also serves as an investment adviser to an investment company registered under the Investment Company Act of 1940, where it provides investment management services to Mutual Funds and Exchange Traded Funds (ETFs). There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. 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 Adviser Public Disclosure website (ADVISERINFO.SEC.GOV). Investors should carefully consider the investment objectives, risks, charges, and expenses of the Ocean Park Mutual Funds and Ocean Park ETFs (collectively, “Ocean Park Funds”). This and other information about the Ocean Park Funds are contained in the prospectus and should be read carefully before investing. The prospectus can be obtained by calling toll free 1-866-738-4363 (1-866-RETI-FND). The Ocean Park Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Ocean Park Asset Management, LLC is not affiliated with Northern Light Distributors, LLC.
- 网站
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https://www.oceanparkam.com
Ocean Park Asset Management的外部链接
- 所属行业
- 投资管理
- 规模
- 51-200 人
- 总部
- Santa Monica，California
- 类型
- 私人持股
- 创立
- 1989
- 领域
- Asset Management、Investment Management、Separately Managed Accounts、Risk Management、Model Portfolios、Tactical Management、Mutual Funds和Active ETFs
地点
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主要
获取路线
3420 Ocean Park Boulevard
Suite 3060
US，California，Santa Monica，90405
Ocean Park Asset Management员工
动态
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Excited to be a part of IMPACT 2024! This is a prime opportunity to connect with fellow industry leaders, share ideas, and get inspired. If you're there, we'd love you to stop by our booth #832 and chat with us. We're always eager to meet new people and share our story. Here’s to an incredible few days of growth, insights, and new connections!
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Ocean Park Asset Management was recently added to the list of contributors on Nasdaq's website. Go check us out! https://lnkd.in/g9k6U7DF Learn more at oceanparkam.com
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Excited to attend Independent Financial Group, LLC Inspire 2024 at the beautiful Park Hyatt Aviara in Carlsbad, CA! From November 6-8, we'll be joining fellow advisors for inspiring sessions, case studies, and hands-on coaching. Looking forward to connecting, learning, and growing together with industry peers and partners!
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Osaic ConnectED is just around the corner in Orlando, FL and we are thrilled to be attending again this year. For those joining in the fun, make sure you catch Ocean Park CEO, Skip Schweiss' breakout session on Tuesday, October 29 at 3:45 P.M. in Room W208A. He'll be giving a compelling talk on some of the key policy proposals from federal regulators, Congress, and state governments impacting advisors. This session is essential for staying ahead in the dynamic financial advisory landscape. While you're at the conference, stop by our booth #214 to meet our team! It's your chance to discover how Ocean Park Asset Management has the potential to help you and your clients.
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Heads up, NY! On Tuesday, November 19, Ocean Park's regional director of the Northeast, Hammid Firoozeh, AIF?, will be hosting an exclusive lunch in Rochester and then a dinner in Buffalo, with special attendance by our CEO and CIO. This is your chance to ask your questions and learn from their insights so don't miss out! Learn more about Ocean Park at oceanparkam.com
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Ocean Park Asset Management is pleased to share that the Ocean Park Tactical Bond Mutual Fund was recognized as one of the Top 5 Bond Funds for Retirement by U.S. News & World Report. READ MORE: https://lnkd.in/g2igwnfX LEARN MORE: www.oceanparkam.com
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We're proud to announce that the Ocean Park Tactical Bond Fund (STBJX) has officially hit the 5-year mark! A huge thank you to our investors for their trust and support as we continue to provide solutions for helping navigate the fixed income world. Here's to the future! Learn more at oceanparkam.com
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A sincere thank you to all the attendees for the educational lunch at Gibsons Bar & Steakhouse in Oak Brook, hosted by our very own Burke Sennott, CRPC?. On behalf of Ocean Park Asset Management, we appreciate all your support! Learn more at oceanparkam.com
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We are gearing up for an amazing session at this year's ENGAGE Independent Channel in National Harbor, MD! Next week, join Chief Investment Strategist Ryan Harder as he takes the stage on Tuesday, October 1 at 2:15 P.M. to deliver an insightful presentation on the Importance of Downside Protection for a Portfolio. Get ready to discover new strategies with the potential to help reduce the depth and duration of drawdowns and help enhance the long-term performance of your portfolio. Make sure to swing by our booth #10 to meet our team and learn more about our innovative solutions, too. We can't wait to connect with all of you for the Independent Channel at?Atria Wealth Solutions!
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