At Parkridge, we believe that portfolio construction must be properly aligned with each client’s unique objectives and time horizon constraints. Our process is driven by quantitative macro analysis fused with bottom up, individualized, portfolio construction to meet and exceed client goals. We design our portfolios using traditional and modern investment management theory and employ a series of innovative strategies in both public and private markets to maximize our clients’ wealth.
Building and maintaining personal relationships with our clients is continuous and drives our process. Our objective is to understand each client’s financial needs and goals.
We conduct a thorough analysis to establish a risk/reward profile and a corresponding customized plan covering our client’s investments, tax, estate, philanthropic, and succession planning goals.
We present the strategic investment plan to the client and adjust as necessary to ensure satisfaction and convergence with established goals. We also use this opportunity to further engage our clients in the investment process.
Our team implements the plan we developed together with the client. For best results, we continuously review our plan in light of the current economic and political landscape and the client’s financial situation to ensure that goals are being met and exceeded.
We monitor markets as they move to ensure we are managing risk to meet client goals. We present our clients with new investment opportunities to capitalize on ever-shifting market dynamics. We continuously back-test our strategies and monitor execution and efficiency to ensure that we are delivering results.