Ocean Park Asset Management


Firm Overview

Since 1988, Ocean Park Asset Management, Inc. has been helping conservative investors to preserve and grow their wealth. Through the years, they have fine-tuned an investment approach specifically designed to help investors enjoy a relaxing, worry-free future. While many firms focus solely on generating returns, Ocean Park also focuses on reducing downside risk. Ocean Park employs a goal oriented approach using decades of strategic research and proven risk management disciplines. In today’s volatile markets, investors cannot afford to simply track a benchmark – they need to get results. Ocean Park strives to deliver peace of mind through unusually broad diversification and their risk mitigation disciplines. This is why every decision Ocean Park makes is done in an effort to achieve quantifiable goals.

  • Limit downside risk to 4-5% even in a bad month or quarter.
  • Target a satisfactory average annual return through a market cycle.

As of February 28, 2017, Ocean Park and its affiliates manage or advise over $2.3 billion in assets for conservative clients.