Institutions Find the performance they require at Parlan Financial

Meeting the Needs of Institutional Investors

Strategy Diversification

Parlan is considered a progressive asset manager employing a refined investment strategy that resembles the long/short strategy typically employed by hedge funds. One primary reason we are different is that we do not take a second position that offsets the first. We are either long or short but not both simultaneously. Included in our registration with the SEC is the fact that Parlan Financial does not take custody of the assets. This prohibits any manipulation on our part regarding the pricing of the portfolio. We employ custodians such as Pershing, National Financial Services (Fidelity), or Charles Schwab. As an Emerging manager, we have the flexibility to provide our investment management services in conjunction with most national custodians.

Our active investment programs help institutional investors achieve strategy diversification within their portfolios

GIPS Performance Presentation Parlan Investment Philosophy

Parlan Financial Offers

Innovations in investing: Unique to Parlan Financial Corporation, the PAMS approach is designed for performance in all market environments.
Responsive Strategies: Parlan Financial’s investment strategies actively manage risk and opportunity.

EXECUTIVE SUMMARY

Before acting on any advice, any person using the advice should consider its appropriateness having regard to their own or their clients' objectives, financial situation and needs. You should obtain an Investment Disclosure Statement relating to the investment and consider the statement before making any decision or recommendation about whether to acquire the investment. Past performance is not a reliable indicator of future performance.