A complete list of active advisors currently associated with Parke Investment Management, Inc.

Warmer can help you find a great advisor at Parke Investment Management, Inc. or one who fits your needs even better.

Parke Investment Management, Inc. primarily serves individual clients through discretionary investment management, advising on a broad mix of securities including stocks, bonds, mutual funds, ETFs, CDs, stock options, and master limited partnerships. The firm manages roughly $31 million across a small client base and provides financial planning on request at no additional charge. The firm combines fundamental, technical, and charting analysis to implement a range of strategies from long-term holdings to shorter-term trading, and it typically exercises discretionary authority while accepting client input and account restrictions. Custodial assets are held at a third‑party broker and clients receive statements directly from that custodian; the adviser reports having limited custody of client assets. Notable differences from many peers include the firm’s use of margin borrowing and derivative strategies (including option writing and short sales) within separately managed accounts, as well as investments in master limited partnerships — practices that are uncommon among independent single‑advisor firms. The firm also customizes purchases on an account‑by‑account basis rather than aggregating trades and discloses receipt of informal soft‑dollar benefits from its chosen custodian, which it identifies as a potential conflict of interest.

To learn more about the advisors currently working at Parke Investment Management, Inc., 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.