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On October 1, 2024, Sierra Mutual Funds will be renamed Ocean Park Mutual Funds.
For decades, our firm has gone to market under two different brands — Sierra Mutual Funds and Ocean Park Asset Management — with both entities adhering to a disciplined investment process. On October 1, all our Models | Strategies, Active ETFs, Mutual Funds, and SMAs will reflect the Ocean Park brand name.
This is a brand name change only. There are no changes to the investments, investment team, investment philosophy, or the teams you work with.
Beginning October 1, 2024, all information on this website will be available at OceanParkAM.com.
We foresee the brand change being welcomed as it brings a more seamless experience in our partnership with all solutions available under one brand name and one website.
For any questions, please contact your sales team.
In 1987, Sierra’s founders developed a differentiated approach to portfolio risk management. Today, the firm continues its aim of growing client wealth through two objectives: 1. participate opportunistically in global investment trends and 2. use a tactical discipline to help limit downside risk.
Founders David Wright, JD and Kenneth Sleeper, MBA, PhD, were pioneers in disciplined risk management, opening their first firm only days before the infamous Black Monday. Since the beginning, they’ve sought to help clients grow wealth and achieve their investment goals, diligently serving clients through even the most severe market downturns.
We deploy our tactical, rules-based process across asset classes and spectrums of risk. The outcomes we achieve are the result of this objective process, which we believe sets us apart.
Although a finalist, Sierra Mutual Funds and Ocean Park Asset Management were not awarded Asset Manager of Year (for asset managers with less than $25B in AUM) when awards were announced on October 11, 2023. The MMI/Barron’s Industry Awards are co-sponsored by the Money Management Institute (MMI) and Barron’s. Finalists were announced in August, 2023. These awards are announced annually in October, based on achievements since the last award announcement. Sierra Mutual Funds and Ocean Park Asset Management did not directly compensate MMI or Barron’s for inclusion in the award nomination process, however both are members of MMI and pay fees to MMI for their membership.
Our mutual fund strategies address a full range of investor goals. Whether you are looking for a completely outsourced solution or to combine us with an existing manager, we have a variety of solutions that may be an ideal fit for your clients’ portfolios.
Tactical Bond Fund
Tactical Core Growth Fund
Tactical Core Income Fund
Tactical Municipal Fund
Tactical All Asset Fund
Tactical Risk Spectrum 30 Fund
Tactical Risk Spectrum 50 Fund
Tactical Risk Spectrum 70 Fund
An Important Announcement
On October 1, 2024,
Sierra Mutual Funds
will be renamed
Ocean Park Mutual Funds.
This is a brand name change only. There are no changes to the investments, investment team, investment philosophy or the teams you work with.
Beginning October 1, 2024, all information on this website will be available at OceanParkAM.com.
For any questions please contact your sales team.