Park Investments and Consulting LLC

Overview

Park Investments and Consulting LLC is an independent registered investment adviser organized as an individual-owned LLC that provides portfolio management for individuals and small businesses. The firm serves a client base of individual and family investors and charges a combination of AUM-based fees and hourly fees for advisory work. It indicates it is not a multi-state adviser, does not position itself as a capital allocator, and does not identify as an active ESG investor. Services center on discretionary portfolio management, and the firm relies on third-party funds and managers for portions of its exposure rather than operating proprietary pooled vehicles. The adviser is not described as a pension consultant or related-adviser to other firms.

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Public Holdings

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Location & Offices