Our Commitment is to Your Success

Parlan Financial Corporation was founded in 1988 by Helyn Bolanis with one goal - to help clients succeed financially

A Securities and Exchange Commission registered investment advisory firm, Parlan Financial has been continually registered since 1988, the year it was founded. Our flagship strategy, the Parlan Active Management Strategy (PAMS), is an active investment approach that utilizes a proprietary trading algorithm funded by mutual funds and exchange traded funds (ETF's) as underlying investment vehicles.

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Active Management

Risk can only be managed with active investing
The importance: Successful investing demands risk management

There are too many unknowns and too many risks in today's economy and financial markets to take a hands-off approach to investing. Parlan Financial takes an active approach.

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Transparency 24/7

Parlan Financial is on your team first and foremost
Accountability and transparency in investing are paramount

Parlan Financial accounts are held by national custodians with online access to account balances and positions. Our staff is available to answer your questions every workday.

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A New Perspective

Discover Parlan Financial's insights to investing in today's volatile markets
Financial markets are very different from ten and even five years ago. Investment managers face volatile price movements in what has truly become a global market. What does it take to succeed? Request our free report - Six Secrets to Investing in Today's Volatile Markets.
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