A complete list of active advisors currently associated with Park State Asset Management LLC

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Park State provides discretionary and non-discretionary investment management and investment consulting to individuals (including high‑net‑worth clients), charitable organizations, profit‑sharing plans, trusts, and other entities. The firm offers tailored portfolio construction, ongoing monitoring, and implementation services and, for institutional clients, participates on internal investment committees. The firm's investment approach emphasizes fundamental, business‑oriented analysis and long‑term ownership, typically concentrating Global Equity portfolios into roughly 15–20 high‑quality companies with relatively few trades; it also offers Conservative (laddered bond) and Balanced strategies to align with client time horizons, liquidity needs, and risk tolerance. Park State honors reasonable client‑directed restrictions and uses a deliberate, long‑horizon framework that prioritizes sustainable earnings and capital compounding. Distinctive features disclosed in the brochure include the firm’s succession of another advisory business and its use of predecessor performance and performance results in its materials, as well as a single performance‑based fee arrangement (which has not yet generated fees) and the potential to share carry from a single‑purpose vehicle managed by an affiliated manager. Those performance‑linked arrangements and the succession disclosure are less common among similar supported firms and may affect how the firm communicates past returns and structures certain client relationships.

To learn more about the advisors currently working at Park State Asset 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.