Wealth Asset Management Services
There’s more to wealth management than buying stocks.
True wealth management requires a holistic view and approach. It requires a full assessment of your, current tax laws, your long & short term financial goals, and more.
As a Parkinsons client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives. We believe in the synergy derived from the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments. We will utilize a variety of investment solutions including mutual funds, common and collective funds, and separate account management. Parkinson’s investment process allows for delivery of a mixture of internal and external investment managers to ensure competitive performance, style adherence, and for other qualitative factors.
Asset Allocation
The cornerstone of investment management is flexible and responsive asset allocation. We monitor your portfolio to achieve a balance between calculated risk and the expected return on your investment.
Equity Management
Focused on performance and stability, our equity management strategy has proven itself by delivering strong risk-adjusted returns relative to applicable benchmarks over multiple market cycles. We bring you disciplined analysis and stringent risk-management, incorporating multiple measures of investment opportunity. This allows you to take advantage of a variety of market environments.
Equity Management is delivered by autonomous teams that focus on a specific area of expertise including large cap, small cap, international, value and growth
Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy. In all cases, a Parkinsons Advisor will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify.
Transforming Concentrated Holdings into Liquidity
While your net worth may be substantial, your ability to access it may be limited. You may want to consider borrowing against a large concentration either directly or in conjunction with a hedging strategy. A loan provides liquidity you can use for personal or business purposes without requiring you to sell stock or incur capital gains taxes. If a sale of stock is the most appropriate liquidity or investment approach, our experts can help you analyze your alternatives.
Fixed Income Management
For clients requiring fixed income strategies and portfolios, we select investment grade bonds and fixed income securities, domestic and international, as the principal securities for their portfolios. The result has been diversified investments that seek to maximize total return while generating income and safeguarding your assets.
Our well-defined process in constructing portfolios focuses on duration management, yield curve and maturity structure, sector weightings and overall security selection.
Securities in your portfolio are monitored closely and sold when they fall below the strict requirements that you’ve set or no longer meet your investment needs. The process is designed to increase total returns while managing overall risk.
Tax-Efficient Investing
At Parkinsons, we view your investments within the context of your overall financial situation – including your tax picture. We look for ways to offset gains and the taxes they produce. And we balance factors like the risk of letting a gain ride versus the cost of creating a taxable event now. In short, we focus on maximizing your after-tax return.
PLEASE CONTACT US HERE
There’s more to wealth management than buying stocks.
True wealth management requires a holistic view and approach. It requires a full assessment of your, current tax laws, your long & short term financial goals, and more.
As a Parkinsons client, your portfolio will be structured using the disciplines of asset allocation, risk tolerance, and thorough understanding of your goals and objectives. We believe in the synergy derived from the appropriate allocation of fixed income, equity, international stocks and bonds, hedge funds, and alternative investments. We will utilize a variety of investment solutions including mutual funds, common and collective funds, and separate account management. Parkinson’s investment process allows for delivery of a mixture of internal and external investment managers to ensure competitive performance, style adherence, and for other qualitative factors.
Asset Allocation
The cornerstone of investment management is flexible and responsive asset allocation. We monitor your portfolio to achieve a balance between calculated risk and the expected return on your investment.
Equity Management
Focused on performance and stability, our equity management strategy has proven itself by delivering strong risk-adjusted returns relative to applicable benchmarks over multiple market cycles. We bring you disciplined analysis and stringent risk-management, incorporating multiple measures of investment opportunity. This allows you to take advantage of a variety of market environments.
Equity Management is delivered by autonomous teams that focus on a specific area of expertise including large cap, small cap, international, value and growth
Our equity disciplines are style specific and can be crafted to meet customized client objectives and fulfill a defined asset allocation strategy. In all cases, a Parkinsons Advisor will recommend a portfolio strategy that reflects your tax situation, other assets you may already own, risk tolerance, particular family needs and constraints, and preferences you specify.
Transforming Concentrated Holdings into Liquidity
While your net worth may be substantial, your ability to access it may be limited. You may want to consider borrowing against a large concentration either directly or in conjunction with a hedging strategy. A loan provides liquidity you can use for personal or business purposes without requiring you to sell stock or incur capital gains taxes. If a sale of stock is the most appropriate liquidity or investment approach, our experts can help you analyze your alternatives.
Fixed Income Management
For clients requiring fixed income strategies and portfolios, we select investment grade bonds and fixed income securities, domestic and international, as the principal securities for their portfolios. The result has been diversified investments that seek to maximize total return while generating income and safeguarding your assets.
Our well-defined process in constructing portfolios focuses on duration management, yield curve and maturity structure, sector weightings and overall security selection.
Securities in your portfolio are monitored closely and sold when they fall below the strict requirements that you’ve set or no longer meet your investment needs. The process is designed to increase total returns while managing overall risk.
Tax-Efficient Investing
At Parkinsons, we view your investments within the context of your overall financial situation – including your tax picture. We look for ways to offset gains and the taxes they produce. And we balance factors like the risk of letting a gain ride versus the cost of creating a taxable event now. In short, we focus on maximizing your after-tax return.
PLEASE CONTACT US HERE