Parabolic Asset Management LLC

Parabolic Asset Management LLC provides ongoing portfolio management and financial planning services to individual and high‑net‑worth clients, and offers estate‑planning documents through the EncorEstate Plans program. The firm prepares individualized Investment Policy Statements and delivers periodic reviews, and it makes financial planning available to its managed clients without a separate ongoing planning fee.

The firm’s investment process combines technical and fundamental tools — including charting, cyclical and quantitative analysis and modern portfolio theory — and employs a range of strategies such as long‑ and short‑term trading, margin, short sales, options, inverse ETFs, and non‑U.S. exposure via ADRs and international funds. Accounts are typically managed on a discretionary basis with model portfolios used where appropriate to align with clients’ risk tolerance, liquidity needs, and other restrictions, and all advisory accounts are reviewed at least quarterly.

Compared with many independent, single‑advisor firms, the brochure discloses actual performance information and references predecessor and hypothetical performance, and it indicates the firm distributes periodic communications or newsletters. The firm also uses derivatives within separately managed accounts, recommends Interactive Brokers as custodian, and manages a modest client base (42 clients with about $23.6 million in AUM), which may influence the level of customization and attention each account receives relative to larger peers.