Founded in 1987, Ocean Park and its affiliates manage over $830 million in assets for retirees and other conservative clients. We are a fee-based Registered Investment Advisor company located in Santa Monica, California, nationally known for our unique focus on limiting risk.
At Ocean Park, we take the view that we cannot manage returns -- the stock, bond, and commodity markets fluctuate significantly and unpredictably -- but we can manage downside risk. We apply an integrated, well-proven set of risk-management disciplines to limit the impact of adverse market episodes on our managed accounts. In most cases, we believe our approach will limit overall downside risk to 3% or 4% of the client's overall account -- as we have in the recent past, during an extended and severe bear market -- although such results cannot be guaranteed.
