PARKVIEW ASSET MANAGEMENT, INC.

Overview

Parkview Asset Management, Inc. is an independent RIA that manages discretionary portfolios for individuals, families and select institutional clients. The firm emphasizes equity-oriented portfolios, using exchange-traded equities as its primary implementation vehicle and maintaining active portfolio management and financial planning services. It acts as a capital allocator, selecting third‑party managers where appropriate and providing pension consulting and adviser‑selection services for smaller businesses and private clients. Fee arrangements include a percentage of AUM plus the option for hourly or fixed fees, which supports both ongoing portfolio management relationships and project-based planning engagements. Parkview is not an active ESG investor and is registered with the SEC since 2022. Custody is concentrated with Fidelity Brokerage Services LLC.

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Location & Offices