Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized asset class by many fixed income managers. In a previous Market Minute, Executive Vice President of Investments, Doug Loeffler, shared his insights as to why he believes this stock/bond hybrid asset class is an attractive investment diversifier.
Advisors have said they appreciate the additional detail we provide about our investment decision making. It reinforces the expertise you see on a month-to-month basis, and allows you to speak comfortably about Ocean Park and our strategies to both clients and prospects. In this Advisor Voice, Senior Portfolio Specialist Bill Phillips, walks us through the tactical changes made so far in 2021.
Ocean Park Asset Management, Inc. ("Ocean Park") is an SEC registered investment adviser. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call (844) 727-1813 or refer to the Investment Adviser Public Disclosure website (adviserinfo.sec.gov).
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