Ocean Park Asset Management
Bill Phillips has extensive experience in the financial services industry, currently serving as Director of Advisor Consulting & Senior Portfolio Specialist at Ocean Park Asset Management since September 2015. Prior to this role, Bill held positions including Senior Portfolio Specialist & Regional Sales Director and Regional Sales Director. Bill's previous experience includes regional vice presidencies at New York Life & MainStay Investments and Thornburg Investment Management, as well as positions in business development and regional management at Raymond James Financial and AFBA. Bill began the career as a Financial Advisor at Raymond James Financial. Educational background includes studies at the University of Tampa and Mercer University.
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Ocean Park Asset Management
We Believe in Disciplined Risk Management. Our tactical, rules-based process seeks to take the guesswork and emotion out of making investment decisions with goal of protecting our clients and their portfolios. Ocean Park Asset Management does not approve or endorse any third-party communications posted on LinkedIn. Ocean Park Asset Management, LLC offers and provides investment advisory services directly to clients on a joint advisory basis; provides portfolio management services on a sub-advisory basis; and provides investment advisory services through a model delivery or strategist structure to other third-party investment advisers, broker dealers, and financial institutions. Ocean Park Asset Management also serves as an investment adviser to an investment company registered under the Investment Company Act of 1940, where it provides investment management services to Mutual Funds and Exchange Traded Funds (ETFs). There is no guarantee that any investment strategy will achieve its objectives, generate profits or avoid losses. Registration does not imply a certain level of skill or training. For information pertaining to the registration status of Ocean Park, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (ADVISERINFO.SEC.GOV). Investors should carefully consider the investment objectives, risks, charges, and expenses of the Ocean Park Mutual Funds and Ocean Park ETFs (collectively, “Ocean Park Funds”). This and other information about the Ocean Park Funds are contained in the prospectus and should be read carefully before investing. The prospectus can be obtained by calling toll free 1-866-738-4363 (1-866-RETI-FND). The Ocean Park Funds are distributed by Northern Lights Distributors, LLC, member FINRA/SIPC. Ocean Park Asset Management, LLC is not affiliated with Northern Light Distributors, LLC.