Parlan was founded to pursue a belief in active investment management. Ms. Bolanis has 28 consecutive years of achievement as CEO, Chief Investment Officer, and majority stockholder at the firm.
As a State of Ohio Securities and Exchange Commission registered investment advisory firm, Parlan Financial has been continually registered since 1988. During the early years, the business objective was to offer comprehensive financial planning to high net worth individuals and in doing so was hired by Fortune 50 companies to provide counsel for their key executives.
It was during this period that the proprietary investment algorithm was developed, and became the cornerstone of the firms’ trading models even today. The flagship strategy Parlan Active Management Strategy (PAMS ) was introduced into clients’ portfolios along with other strategies the firm developed. The results were stunning.
GIPS is a prerequisite for managing institutional assets. Now the firm manages investments for ndividuals, businesses, and charitable trusts throughout the nation.
In 2009, armed with multiple years’ success, the Board of Directors voted to migrate from solely providing investment management to individuals to including Institutions, family offices and other Registered Investment Advisors (RIA’s).
Discuss your current investment status with Helyn Bolanis
by calling (800) 537-1103