A complete list of active advisors currently associated with Park Investments and Consulting LLC
Warmer can help you find a great advisor at Park Investments and Consulting LLC or one who fits your needs even better.
Park Investments & Consulting is an independent, fee-only registered investment adviser that provides comprehensive wealth management and discrete hourly or project-based consultation services to individuals, families, trusts, estates, charitable organizations and business entities. The firm serves as a fiduciary and delivers discretionary portfolio management while clients maintain custody of assets with unaffiliated custodians. The firm’s investment approach is explicitly grounded in Modern Portfolio Theory and strategic, diversified asset allocation, blending internally researched securities with mutual funds and exchange‑traded funds and employing fundamental analysis where appropriate. Portfolios are managed with a long‑term orientation, regular internal reviews, and an investment‑policy process that depends on active client participation to define objectives and risk tolerances. Compared with many solo practices, Park’s brochure discloses a relatively small client roster supporting about $25.9 million in assets under management, indicating a focus on larger, customized relationships and a stated minimum for its wealth‑management offering. The firm also emphasizes project work and second‑opinion reviews alongside ongoing management, the principal owner doubles as the firm’s compliance officer, and the adviser participates in an institutional custodian program that provides operational and research support.
To learn more about the advisors currently working at Park Investments and Consulting 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 |
|---|---|---|
Grosse Pointe Farms, MI
| 16
|
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