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 Using Us 2
Our Disciplined Process Outcomes Delivered by Discipline When to Buy – Quantitative, Rules-Based • We buy only when our decision rules show an uptrend has begun or is in progress. Since 1987, Ocean Park’s goals have been to help retirees and • 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 other conservative investors limit downside risk and grow their in that asset class | sector to determine which to buy. wealth. Through the years, Ocean Park has remained • “Buy” signals are quantitative – and the discipline is the contrary of our trailing committed to a truly tactical, rules-based investment approach stops for “Sell” signals. with the specific objectives of limiting downside risk and What to Buy – The Most Complex Question producing returns that a conservative investor would deem • As part of our risk-mitigation discipline, we give preference to asset classes | satisfying. Using decades of strategic research and our rules- sectors with low volatility – our trailing-stopbands will be tighter, thus when the trend reverses from up to down, we give back less. based discipline, we strive to help advisors and their clients • When there are multiple asset classes | sectors in uptrends, preference is given to meet their investment goals. those that are not highly correlated to each other, or the overall portfolio. When to Sell – Quantitative, Rules-Based Truly Tactical, Rules-Based Decision-Making • 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 Ocean Park Asset Management has a long-proven approach to each of these portfolio. questions. 3
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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. 5
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. 6
Even a small loss in the Your client must now 1 st year, can have a average 10.4% in years significant impact. 2 – 5 to get back on track. 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. 7
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. 8
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Regional Sales Territories Northern California & NORTHWEST SOUTH CENTRAL SOUTH AK, No. CA, ID, OR, WA AR, LA, OK, TX AL, GA, MS, SC, TN Alex Ward | 916-757-2383 Scott Schiewe | 817-456-5671 Chris Wilson | 678-733-5152 alex.ward@oceanparkam.com scott.schiewe@oceanparkam.com chris.wilson@oceanparkam.com Southern California & Hawaii GREAT LAKES | MIDWEST Florida & North Carolina So. CA, HI IL, IN, KY, Western MI, St. Louis, WI FL, NC Austin Vizcaino | 909-973-2497 Bill Phillips | 813-810-2900 Bill Edmunds | 813-480-9543 austin.vizcaino@oceanparkam.com bill.phillips@oceanparkam.com bill.edmunds@oceanparkam.com ROCKY MOUNTAINS NORTHEAST NATIONAL SALES DESK: AZ, CO, MT, NM, NV, UT, WY CT, MA, ME, NH, NY, RI, VT 844-727-1813 Hammid Firoozeh | 917-456-6508 Tomas Giardino | 602-377-9755 hammid.firoozeh@oceanparkam.com tomas.giardino@oceanparkam.com Michigan & HEARTLAND MID-ATLANTIC IA, KS, Eastern MI, MN, MO, ND, NE, OH, SD DC, DE, MD, NJ, PA, VA, WV Jeff Johnson | 312-731-4578 Marc DiFilippo | 215-360-8440 jeff.johnson@oceanparkam.com marc.difilippo@oceanparkam.com 10
Thank You! Our goal is help your clients remain comfortably invested. 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. FOR MARKETING PURPOSES ONLY This material should not be relied upon as investment advice.
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