A complete list of active advisors currently associated with S.P. Parkin & Co
Warmer can help you find a great advisor at S.P. Parkin & Co or one who fits your needs even better.
S.P. Parkin & Co provides discretionary portfolio management through model portfolios and individualized investment supervisory services, along with financial planning, consulting, and the publication of a quarterly newsletter. The firm serves individuals (including high-net-worth clients), corporations, churches and endowments, and reports managing approximately $108 million for about 75 clients. The firm implements model and individual portfolios that use tactical asset allocation and sector rotation, and it may overweight cash as a defensive posture based on technical analysis. Investment decisions draw on a mix of technical, fundamental, quantitative and qualitative analysis and are executed on a discretionary basis. Compared with many solo independent advisers, the firm publishes a periodic newsletter and maintains relationships with corporate and institutional or nonprofit clients, which it discloses as less common among peers. The adviser also operates as a licensed insurance agency and its representatives may sell insurance products to advisory clients, a relationship the brochure discloses as a potential conflict of interest.
To learn more about the advisors currently working at S.P. Parkin & Co, 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 |
|---|---|---|
Chesterfield, MO
| 24
|
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