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Ocean Park Asset Management
Investment Management
Santa Monica, California 637 followers
Disciplined Risk Management
About us
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.
- Website
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https://www.oceanparkam.com
External link for Ocean Park Asset Management
- Industry
- Investment Management
- Company size
- 51-200 employees
- Headquarters
- Santa Monica, California
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Asset Management, Investment Management, Separately Managed Accounts, Risk Management, Model Portfolios, Tactical Management, Mutual Funds, and Active ETFs
Locations
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Primary
Get directions
3420 Ocean Park Boulevard
Suite 3060
Santa Monica, California 90405, US
Employees at Ocean Park Asset Management
Updates
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Last week, our entire Sales team gathered together in sunny Santa Monica for a combination of hands-on training mixed with a little RNR. One of the highlights of the week was definitely getting to hear from Navy SEAL Phillip Koontz as he delivered an inspirational speech on resilience and self-motivation in the face of hardship. Thank you again, Phil, and thank you for your service! And of course, a huge thanks to all those from the Ocean Park team who made this meeting a week of seriously strong sessions and learning.
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Ocean Park CIO, James St. Aubin, sat down with ETF Prime host Nate Geraci to talk about Ocean Park's newly launched active ETFs. He also provided insight into Ocean Park's disciplined, rules-based investment process. Click the link below to learn more and listen to the full segment: https://lnkd.in/e3jeshfr
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As we close out two months of our national road shows, we are filled with gratitude—fitting for this Thanksgiving season. Together with an amazing team of Ocean Park Regional Directors—Michael Cramer, Brian Duffy, Hammid Firoozeh, AIF®, Jeff Johnson, Burke Sennott, CRPC®, and Austin Vizcaino—and their dedicated Internals, we traveled coast-to-coast, sharing insights and connecting with advisors in Woodland Hills, San Diego, and Irvine, CA; Houston and Dallas, TX; Atlanta, GA; Oak Brook, IL; Franklin, MI; and Rochester and Williamsville, NY. We were also privileged to host Ocean Park's CEO Skip Schweiss along with CIO James St Aubin, who both brought invaluable perspectives that elevated each discussion. The engagement, questions, and conversations reinforced our shared commitment to navigating today’s dynamic markets. To everyone who joined us: thank you for your trust, enthusiasm, and dedication to your clients’ financial futures. This Thanksgiving season, we’re especially thankful for the opportunity to continue our mission of helping investors achieve their goals and for the partnerships that make it all possible.
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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