American Funds

The American Funds investment process, The Capital System combines individual accountability with teamwork. Each fund is divided into portions that are managed independently by investment professionals with diverse backgrounds, ages and investment approaches. An extensive global research effort is the backbone of our system.    

Camelot Portfolios

Since their founding in 2008, Camelot Portfolios has delivered investment solutions that make it easy for Advisors to make their client's calling a reality. From basic capital preservation to complex alternative strategies; we help advisors differentiate and deliver value. Contact our team today to learn about how Camelot can help deliver more value and better outcomes for your clients.

Ocean Park Asset Management

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.

Toews

Toews' primary objective is to participate in market gains, but to avoid significant losses. Their research shows that virtually all market declines of significance are preceded by periods of negative, more moderate price decreases.  Toews' strategy attempts to exit markets during the preliminary phase of the decline, before large losses are realized. When markets are rising, assets are fully invested and attempt to track the market indices. During significant long-term declines, Toews attempts to mimic the return of money market or fixed income instruments and avoid the majority of losses.

Vanguard

Vanguard is one of the world’s largest investment management companies. Headquartered in Valley Forge, Pennsylvania, the firm offers more than 400 funds to its more than 20 million investors worldwide. Vanguard employs nearly 18,000, with locations in the United States, Australia, the United Kingdom, Europe, Asia, and the Americas. We provide an extensive array of investment products, including a full range of low-cost ETFs and mutual funds designed to help financial advisors grow and preserve the wealth of their clients.