Active Asset Management Services

Parlan Financial Corporation is dedicated to providing the very best active asset management services to build and protect the wealth of each and every client that puts Parlan's services to work for them.

BENEFITS

  • Results & Performance: Exclusive access Parlan's PAMS (Parlan Active Management Strategy) that utilize Parlan's own proprietary algorithms and disciplined investment strategies.
  • Highly Responsive: Active management strategies rapidly adjust to sudden market shifts and trends with the goal of proactively executing trades to maximize gains and minimize losses.
  • Risk Management: Parlan is committed to managing risk through the use of tools, systems and metrics we monitor.
  • Client Online Access: Access to your account is available online, 24/7.
  • Personalized Client Service: We will spend time with you to understand your goals, and you.
  • GIPS® (Global Investment Performance Standards) Compliant: Parlan Financial is certified compliant and verified, which means.
    • Global Standards: GIPS investment performance measurement standards are adopted in over 30 countries.
    • Trust: Parlan goes beyond legal reporting requirements to be GIPS® compliant and verified.
    • Full Disclosure: Existing and prospective clients receive full disclosure and fair presenetation of Parlan's track record.
    • Current: Parlan's reporting practices have to be current with the evolving GIPS® standards.
    • Confidence: Our risk-control mechanisms and performance benchmarks we set are for achevining long-term success.

PARLAN'S INVESTORS

  • Individuals wanting to set up or transfer accounts to Parlan to benefit from active asset management.
    • 401K rollovers / conversions
    • Investment Retirement Accounts (IRA)
    • Traditional Investment Accounts
    • Un-invested cash from settlements, payouts, sale of assets or business
  • Registered Investment Advisors (RIA's) needing to invest clients' funds.
  • Institutions in need of complimenting asset allocation model.
  • Businesses with company-sponsored 401(k) plans.
  • A family office looking for someone outside the firm to manage assets for the firm or for its clients.

 GETTING STARTED!

To get started, fill out the form on this page or call us at 1-419-885-1130 to set up your no risk / no obligation review of your goals and current investment strategies.  Put Parlan's active asset management services to work for you today so we can help build your wealth and protect it.  Set up your review today!