PARK + ELM INVESTMENT ADVISERS

Overview

Park + Elm Investment Advisers is an independent RIA serving individual, family and select institutional clients with a primarily discretionary portfolio management focus. The firm combines fee-based financial planning and ongoing portfolio oversight with insurance brokerage capabilities, which appears to be integrated into client solutions through annuity and insurance product placement. Investment activity centers on pooled public funds and mutual fund vehicles as the core building blocks of client portfolios, supplemented by targeted allocations to third‑party real estate funds when alternatives are used. The adviser does not position itself as a capital allocator or ESG specialist. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are available — allowing the firm to work with a range of client needs and account sizes. Because the firm is owner‑managed and maintains custody relationships with mainstream custodians, its operating model aligns with a regional, client-focused advisory practice that emphasizes diversified mutual fund-based strategies and select external alternative managers for real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices