PARISH INVESTMENT ADVISORS LLC

Overview

Parish Investment Advisors LLC is an independent RIA that concentrates on direct equity exposure supplemented by select fixed income and alternative allocations. The firm acts as a capital allocator for individual and family clients, providing financial planning and discretionary portfolio management alongside occasional non-discretionary services. Its advisory work spans individual and small-business wealth management, institutional and business portfolios, pension consulting, manager selection and educational seminars. Parish also operates as an insurance broker, which it integrates into client planning when appropriate. Investment practice leans heavily toward exchange-traded instruments and separately managed equity positions for core portfolios, with the firm using third-party managers and private funds for alternatives when client objectives call for illiquid or income-producing exposure. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are all used depending on scope and client preference.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices