Sierra Mutual Funds
Marc DiFilippo
Regional Sales Director, Mid-Atlantic
Marc DiFilippo is the Regional Sales Director for Sierra Mutual Funds and Ocean Park AM. His territory includes PA, NJ, DE, MD, VA, WV. He has been a wholesaler for almost twenty years. He graduated from Ursinus College in Collegeville, PA in 1999 and lives in Chester County, PA.
Phone: 215-360-8440
Email: [email protected]
SPEAKER INFO
Bill Phillips
Senior Portfolio Specialist & Regional Sales Director
Mr. Phillips is a graduate of The University of Tampa, with over 20 years of industry experience, joining Ocean Park in 2015 as a Regional Sales Director. In 2017, Bill was promoted to Senior Portfolio Specialist and functions as a field-based participant in the Investment Management team. He is experienced in providing insight around manager selection and portfolio construction, is the author of Ocean Park’s monthly ‘Rules-Based Process in Motion’ report, speaker in Ocean Park’s Advisor Voice series of videos and a resource for platform and broker dealer Due Diligence teams.
ABOUT SIERRA & Ocean Park
We are a truly tactical, rules-based investment manager and provide investment strategies engineered for investors by utilizing through our proprietary goal-oriented, disciplined investment approach. For more than 30 years we have been able to add value for advisors and their clients who appreciate the importance of total returns and mitigating downside risk. We believe in the importance of diversification, a strong defense, and the ability to sequence returns to provide a long distribution phase.
Sierra Mutual Funds
Our primary focus is to limit downside risk and to provide satisfying returns over a market cycle by reflecting Sierra’s current market and manager views.
Ocean Park Asset Management
Ocean Park’s strategic investment solutions are designed to help preserve our client’s wealth, helping investors remain comfortably invested. Available on CAAP, Orion, Envestnet.
Free Resources to View/Download
2021 Mid-Year Update – Presentation
UPDATED THROUGH JUNE 30,2021
2021 Mid-Year Update – On Demand Webcast
Jason Buck, Sierra’s National Sales Manager, is joined by Senior Portfolio Specialist, Bill Phillips, to discuss the first half of the year, highlight key economic data points from the past six months, share how our portfolios have navigated, and update how we are currently positioned to seek opportunities for the second half of the year.
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