Investment Advisor & Consultant for RIAs

Leverage Our Resources and Strategy.

The biggest resistance most Registered Invesment Advisors have is that they don’t want to give up the one thing they love – the reason they went into business in the first place – the management of the assets. Compounding this resistance is the critical issue of succession planning of the RIA’s practice. Without a plan, it makes it especially difficult for asset managers to grow their business. This one aspect can be the most difficult challenge for a personal service business like investment management.

So what can you do? As a financial advisor, you know how important performance is to your clients. This is one area that you can control and reduce the number of hours you spend on the management of the assets, so you can grow your business.

Parlan Can Help You

We are dedicated to serving the needs of growth-minded registered investment advisors serving sophisticated clients.

By working with us, you can also benefit from our unique strength in the Long/Short strategy arena. Parlan Financial is a resource for investment advisors seeking to diversify the investment approaches they offer their clients in pursuit of consistent positive returns regardless of market conditions.

Our Strategy

The algorithm employs quantitative research, technical analysis and the historic price movements of the S&P 500 index to daily adjust portfolio market exposure based on internal risk and return parameters. Incremental buying, profit-taking and stop loss boundaries are important features of this strategy.

How will you win business against new competitors in this dynamic, marketplace? Consider the benefits of temporarily out-sourcing some of the work to a firm that can work with you as a silent partner as you take care of growing your own business.

Are you an RIA who can use our assistance? Schedule a 45-minute complimentary investment discussion today to see how our strategy may benefit you.