Ocean Park Asset Management, an investment firm focused on disciplined risk management, has been recognized by the WealthManagement.com 2026 Wealthies Awards as a finalist in the Digital Marketing Campaign of the Year category.
Ocean Park earned the finalist recognition for its “Sortino the Duck” integrated marketing campaign. The recognition reflects Ocean Park’s continued efforts to make complex investment concepts both engaging and more accessible.
The “Sortino the Duck” campaign focused on Ocean Park’s approach to managing downside risk – when it sees risk coming, it “ducks.”
“We’ve always believed that strong marketing should do more than attract attention, it should help advisors communicate more effectively with clients,” said Vanda Freesman, Chief Marketing Officer at Ocean Park Asset Management. “Sortino the Duck gave us a way to bring a disciplined investment philosophy to life in a format that was approachable, memorable, and ultimately useful in advisor conversations.”
Since launch, the initiative has expanded across rubber duck boxes and LEGO mailings, digital and social content, conference activations, and branded merchandise featuring QR codes that connected advisors directly to campaign content, creating an integrated advisor engagement platform. The campaign’s inventive execution helped make it a finalist in the Wealthies Awards, which recognize initiatives driving innovation and delivering meaningful impact for financial advisors.
The “Sortino the Duck” campaign has supported thousands of advisor interactions and meetings while reinforcing a unified Ocean Park brand across mutual funds, ETFs, and broader firm communications. “Sortino the Duck” has also earned broader industry recognition, three honors in 2025 from the Financial Communications Society, ThinkAdvisor Luminaries Awards, and the MMI/Barron’s Industry Awards.
Winners of the WealthManagement.com 2026 Industry Awards will be announced on September 10, 2026 in New York City.
More information on Ocean Park’s investment offerings and suite of ETFs (DUKQ, DUKX, DUKZ, and DUKH) can be found at OceanParkAM.com.
About Ocean Park Asset Management
Ocean Park Asset Management, LLC is an SEC registered investment advisor that 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), namely the Ocean Park Mutual Funds and the Ocean Park ETFs.
RISKS and DISCLOSURES
Award criteria: Ocean Park Asset Management was named a finalist in June 2026 for the WealthManagement.com 2026 Wealthies Awards, based on work completed over the past 18 months. The award is organized and tabulated by a panel of independent judges with no application or participation fee required. This award is not based on investment advisory services or performance.
Ocean Park was named a winner of the ThinkAdvisor Luminaries Awards, based on work completed in 2025. The award is organized and tabulated by ThinkAdvisor’s editorial staff and its Luminaries advisory board with no application or participation fee required. This award is not based on investment advisory services or performance.
Award criteria: Ocean Park Asset Management was named a finalist in July 2025 for the MMI/Barron’s Awards, based on work completed from June 2024 to present. The award is organized and tabulated by the Money Management Institute in partnership with Barron’s with no application or participation fee required. This award is not based on investment advisory services or performance.
Ocean Park Asset Management was named a winner in May 2025 for the 2025 FCS Portfolio Awards, based on work completed from June 2024 to present. The award is organized and tabulated by the Financial Communications Society. All entries require a fee for consideration, and this award is not based on investment advisory services or performance.
Advisory services are offered through Ocean Park Asset Management, LLC, a registered investment adviser (“RIA”) regulated by the U.S. Securities and Exchange Commission (“SEC”). The advisory services are only offered in jurisdictions where the RIA is appropriately registered. The use of the term “registered” does not imply any particular level of skill or training and does not imply any approval by the SEC. For information pertaining to the registration status of Ocean Park Asset Management, LLC, please call 1-844-727-1813 or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).
Past performance does not guarantee future results and there is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
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 Lights Distributors, LLC.
There is no guarantee that any investment strategy will achieve its objectives, generate profits, or avoid losses.
IMPORTANT FUND RISKS
While the shares of ETFs are tradeable on secondary markets, they may not readily trade in all market conditions and may trade at significant discounts in periods of market stress. ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETF’s net asset value. Brokerage commissions and ETF expenses will reduce returns. There is no guarantee that the Fund will achieve its objective. ETFs are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, emerging markets risk, foreign market risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.
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