A complete list of active advisors currently associated with Parks Investment Management, LLC

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

The firm provides discretionary investment management to individuals, high-net-worth clients, trusts and estates, and also offers financial consulting services to other investment advisory firms and financial professionals. Those consulting engagements are non‑discretionary, leaving final authority and responsibility for implementation with the client adviser. The firm uses a values‑inclusive investment process that emphasizes companies it believes reflect traditional American values, combining a proprietary “values” assessment with fundamental analysis, strategic asset allocation and diversification across equities, mutual funds, ETFs and fixed income. Advice and portfolio construction are tailored to each client’s objectives and risk tolerance, and client accounts are monitored on an ongoing basis. Distinctive for a solo independent adviser, the firm provides paid consulting to other advisers and maintains an ownership interest in a separate model‑portfolio provider to which it also supplies consulting services; these relationships are disclosed and can create potential conflicts of interest. The firm also incorporates research and values‑screening inputs obtained from the advisory clients it consults for and may remove holdings that cease to meet its values criteria, which can produce portfolio compositions that differ from peers focused solely on financial metrics.

To learn more about the advisors currently working at Parks Investment 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.