Parkstone Investments, LLC

Parkstone Investments, LLC is a single-advisor registered investment adviser that provides discretionary portfolio management to financially knowledgeable high‑net‑worth individuals, immediate family members, family trusts, and retirement accounts. The firm offers tailored management across equities, bonds, ETFs, mutual funds and options and generally charges fees based on a percentage of assets under management.

The firm’s investment process combines in‑depth fundamental analysis with technical tools, and its due diligence can include meetings with company management and attendance at industry conferences; portfolios are constructed for long‑term capital appreciation with diversification and typical position limits. All accounts are managed on a discretionary basis, strategies are reviewed at least quarterly, and the firm encourages cost‑efficient brokerage relationships while not participating in soft‑dollar arrangements.

Noteworthy features for a firm of this size include a relatively small client base and asset level—roughly $22 million in client assets across about ten accounts—and a manager with multi‑decade operating and investing experience, including venture and corporate roles. The firm also discloses a past regulatory consent decree related to advisory services provided prior to state registration and reports no other disciplinary actions.