Parker Investment Management, LLC

Overview

Parker Investment Management, LLC is an SEC-registered investment adviser organized as an LLC and on the register since 1999. The firm is individually owned and focuses its services on individuals and families, delivering portfolio management to both individual/small business clients and to businesses or institutional clients. Its stated fee model combines a percentage-of-AUM charge with performance-based fees, and it does not identify as an active ESG investor or a multi-state adviser. Investmently, the firm tilts toward equities and exchange-traded instruments as the primary vehicle for client exposure. It also uses third-party managers for selected alternative strategies and employs mutual funds alongside its equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices