A complete list of active advisors currently associated with Parkwood Capital Management LLC

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

Parkwood Capital Management provides ongoing portfolio management and integrated financial planning to individual and high‑net‑worth clients. The firm documents each engagement with an Investment Policy Statement and includes financial planning as part of its portfolio management services at no additional cost. Its investment process emphasizes diversified portfolios—primarily ETFs—while employing multiple methods of analysis (charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory). PCM generally acts on a discretionary basis, reviews accounts at least monthly, and may implement a range of strategies including long- and short-term trading, margin, short sales, and options. The brochure also highlights the firm’s fiduciary duties when advising retirement plan accounts and its ability to recommend less common instruments such as private placements and venture capital funds, indicating a capacity to serve retirement or institution‑style accounts in addition to individual clients. PCM names Interactive Brokers as a recommended custodian and discloses potential receipt of soft‑dollar research benefits—features that can affect execution choices and research access relative to many peers.

To learn more about the advisors currently working at Parkwood Capital 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.

Name	Location	Years of experience
Joseph Kogon	Newport Beach, CA	1

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