Key Contact
Samar Nasiri
P: (844) 727-1813
E: snasiri@sierrainvestment.com
Available Strategies
Model Name
Category
Asset Type
Subscription Fee*
Ocean Park Balanced
Conservative Income
Mutual Funds
5 bps
Ocean Park Diversified Municipal Bond
Conservative Income
Mutual Funds
5 bps
Ocean Park/ AAMA Tactical Allocation
Growth & Income
Mutual Funds
15 bps
Ocean Park Tactical Bond Strategy
Conservative Income
Mutual Funds
5 bps
*The subscription fee refers only to the fee that the manager charges for access to their strategies. It does not include the Arete platform fee, internal expenses for underlying holdings, trading costs, or any other type of expense.