Mike Parke Investment Management, LLC

Mike Parke Investment Management, LLC provides investment supervisory services, investment advice, and financial planning to individuals as well as to institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages accounts primarily on a discretionary basis and focuses on active management of individual stocks and bonds while also using mutual funds and ETFs when appropriate.

The firm’s investment process integrates fundamental, technical, and cyclical analysis with third‑party research, stock screens, and client interviews/questionnaires to align portfolios with each client’s risk tolerance and goals. It emphasizes portfolio-level allocation over single-equity characteristics, aggregates block trades for multiple clients, and may trade frequently based on its analysis; conservative option strategies such as covered calls are used at times.

Notable distinctions include an affiliated tax preparation and consulting business maintained by the firm’s principal and professional credentials (CPA and CFP), along with a client mix that explicitly includes charitable organizations and pension/profit‑sharing plans—client types that are less common among peers. Operationally, the firm uses “in‑house” transactions to transfer shares between clients at closing prices without brokerage charges and does not accept custody or authority to vote client securities.