A complete list of active advisors currently associated with Park Capital Management, LLC
Warmer can help you find a great advisor at Park Capital Management, LLC or one who fits your needs even better.
Park Capital Management, LLC provides investment consulting and both discretionary and non-discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm also offers 401(k) consulting and fiduciary services (including 3(21) and 3(38) support), participant education, benchmarking through RPAG, and service-provider liaison services. The firm’s investment process uses asset-allocation frameworks, quantitative optimization and computer-based risk/return analysis while generally favoring a long-term buy-and-hold orientation; Park Capital retains discretion to make tactical changes and, in limited cases, to employ leverage or short-term strategies. It routinely recommends or engages third-party managers and may use specialized approaches for certain clients, including direct indexing, interval funds, and managers that utilize cryptocurrency-linked ETFs, and it may delegate proxy voting to sub-advisers. Park Capital’s structure is notable for its affiliations and cross-industry activities: it is partly owned by The Park Bank, Inc. and Hausmann Group, several professionals are registered representatives of Purshe Kaplan Sterling (PKS), and some staff are licensed insurance agents, creating referral opportunities and the availability of banking and insurance products alongside advisory services. With roughly $868 million in assets under management, five advisors and about 557 clients, the firm also provides educational seminars and participant workshops as part of its institutional and individual client offerings and discloses the related conflicts of interest.
To learn more about the advisors currently working at Park Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Madison, WI
| 30
| |
Madison, WI
| 18
| |
Madison, WI
| 13
| |
Madison, WI
| 23
| |
Madison, WI
| 8
|
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