Registered Investment Advisor & Management Firm

Using Proven and Proprietary Algorithms, Parlan Actively Manages Investments to:

Meet Helyn Bolanis, Chief Investment Officer, and get acquainted with Parlan Financial Corporation through our introductory video.


Control Risk & Enhance Your Investment Performance

Using Proven and Proprietary Algorithms, Parlan Actively Manages Your Investments.

Let's Discuss The Future Of Your Investments

Request Your Complimentary Investment Discussion Now

Parlan's Active Investment Management Strategies

Positioned to benefit you, when the market is up and down

  • All strategies have an algorithm
  • Our flagship strategy is long/short
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What You Need to Know About Investing for Retirement

Not All Investment Managers or Strategies are Equal

  • Will your choices effect your retirement?
  • A strategy tailored to your needs
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Applying an Algorithm Can Yield Profitable Trading

A proven strategy and process that does not need perfect timing

  • Eliminate subjectivity
  • Strategic approach to gaining profits
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Our Process as a Registered Investment Advisory Firm

Investment philosophy


For over 15 years, Parlan has been using a set of guiding principles that inform and shape the investment decision-making process.

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investment strategy


Every investment firm needs a well documented strategy. One that will lead to consistent investment performance.

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Investment Approach

We use a proprietary trading algorithm that relies on quantitative research and technical analysis to adjust daily market exposure.

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investment risk

Exposure & Risk Control

In the investment world, risk can be either good or bad. Applying risk management controls should be a top priority.

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investment performance


Parlan is a GIPS compliant investment firm that follows a specific methodology for calculating performance results.

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Investment Team

Our team is led by Helyn Bolanis, the CEO & Chief Investment Officer, who has over 35 years of experience in the industry.

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Trading News

It is no secret that behind every successful investment manager there is a written, measurable and repeatable investment strategy.
View our investment strategy in action by following @HelynBolanis #timestamp tweets on twitter.
View More of our Recent Trades