Services

Portfolio Review
Equity Portfolio Design
Strategy Diversification
Bond Portfolio Management

The Parlan Process

  • 1 - Personal Relationship
    At Parlan, investing begins with understanding your objectives. We review your existing portfolio, assist you in understanding its strengths and weaknesses and help you design an investment strategy tailored to your objectives.
  • 2 - Developing a Portfolio
    Asset allocation, investment strategy and portfolio recommendations are shaped to the investor’s goals, time horizon and risk tolerance, with the added value of active oversight and management.
  • 3 – Responding to Market Conditions
    Parlan goes beyond periodic rebalancing to actively adapting to current market conditions.
  • 4 – Innovations in investing
    Unique to Parlan Financial Corporation, PAMS attempts to provide the opportunity to achieve positive returns whether the market is up or down.
Parlan Perspectives

Meeting the Needs of Individual Investors

  • We strive to exceed industry standards for service at all times. Investing always carries a level of risk.

    At Parlan Financial Corporation our goal is to provide clients with real growth of their investment portfolios while controlling risk. Diversification alone does not manage risk. Only by adding an active aspect to the portfolio can an advisor react to adverse market conditions as well as to opportunities for growth in non-traditional sectors of the market.

    Parlan’s asset allocation model provides portfolios matched to the investor’s objectives and personality. Among our offerings are laddered bond portfolios, blending government, yield and corporate bonds.

  • Parlan Financial works with individual investors
    Incorporating active management

    Our flagship is the “Parlan Active Management Strategy” (PAMS), an active investment approach that invests in US Large-Cap equity through leveraged index investment products that range from -200% to +200% exposure to the Standard and Poor’s 500 Index.

  • Fee-Only Compensation

    We receive fee-only compensation based on the value of assets under management. This aligns your interests with those of Parlan Financial as your adviser – to attempt to grow your assets and preserve capital.

  • We are a Fiduciary

    As a Registered Investment Advisor, Parlan Financial is a fiduciary, held by law to different standards than a security broker. We have a legal responsibility to put your needs ahead of our own.

  • Caution to Investors

    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.