Investment & Portfolio Management

|in-vest-muh nt and pawrt-foh-lee-oh man-ij-muh nt| noun

Investment and Portfolio Management comprises skilled management of various securities and asset classes to attain certain investment goals and objectives. 

Investment and Portfolio Management comprises skilled management of various securities and asset classes to attain certain investment goals and objectives. 

Our core portfolio construction consists of targeted exposure to equity markets to capture better risk-adjusted returns and cultivate long-term wealth, which is largely created and sustained through ownership of equity in growing businesses. We enhance our equity portfolios with exposure to alternative asset classes to manage risk and to ensure that our clients meet both their short and long-term objectives.

Our investment and portfolio management style is driven by quantitative analysis blended with qualitative decision making to maximize our capture of macroeconomic and geopolitical trends and deliver tangible value throughout market cycles. We manage efficiency and costs to maximize returns to clients.

At Parkridge, we believe that inefficiencies, missed opportunities, and losses are key impediments to the achievement of long-term goals. Therefore, we implement a true risk-parity approach to multi-asset class, cross-platform investing to simultaneously engage in dynamic return generation and manage risk across cycles.

Family Office Services

Private Equity

Business Consulting

Investment & Portfolio Management

Smart Vol Portfolio

Designed by AMF Creative

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Email

parkridge@ParkridgeCo.com

Hours & Location

9am-5pm | Monday-Friday

7 Church Lane, Suite 12, Baltimore, MD 21208

Designed by AMF Creative