Ocean Park Asset Management, LLC

Ocean Park Asset Management is an SEC‑registered investment adviser that provides discretionary portfolio management to individual and high‑net‑worth clients primarily through a wrap‑fee Joint Advisory Program and separately managed accounts, and it acts as the adviser to a suite of Ocean Park mutual funds and exchange‑traded funds. In addition to retail and fund clients, the firm delivers model and strategist services to other registered advisers and financial institutions, reporting approximately $2.94 billion in Assets under Advisement as of December 31, 2025.

The firm employs a rules‑based, team‑driven, tactical approach centered on trend‑following signals and a trailing‑stop sell discipline; investment decisions are reviewed daily and portfolios typically use registered mutual funds and ETFs and can move to cash in the absence of buy signals. Many strategies are implemented via funds‑of‑funds or third‑party registered funds, with allocations determined by volatility bands, moving averages and other quantitative metrics.

Noteworthy aspects relative to peers include Ocean Park’s dual role as both manager of affiliated mutual funds/ETFs and as a manager of client accounts, a structure that the firm discloses and seeks to manage through its Affiliated Funds’ Fee Offset Credit and opt‑out options for clients. The firm also operates a sizable model‑delivery business (in addition to roughly $3.94 billion in discretionary RegAUM), works through platform arrangements such as Axos and Orion for model access, and does not position comprehensive financial planning as a core service in its brochureed offerings.