Meeting the Needs of Financial Advisers

As a financial advisor, you know how important performance is to your clients.

A down quarter or year can be the difference between retaining clients and seeing them leave in search of better returns. An investment approach that works one year, can falter the next.

Parlan Financial is a resource for advisors seeking to diversify the investment approaches they offer their clients in pursuit of consistent positive returns regardless of market conditions.

We manage several composite strategies, information on which is available upon request. Our flagship, the Parlan Active Management Strategy (PAMS) is a active investment strategy 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. This strategy utilizes a proprietary trading algorithm funded by mutual funds and exchange traded funds (ETF’s) as the underlying investment vehicle.

The algorithm employs quantitative research, technical analysis and the historic price movement 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.