Parks Investment Management, LLC

Overview

Parks Investment Management, LLC is a small, privately owned advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm operates with a fee mix that includes assets-under-management fees, hourly billing and fixed-fee arrangements, which supports both ongoing advisory relationships and project-based work. Parks shows a clear equities tilt in its allocation approach and does not list ESG investing as an active focus. With a concentrated client roster and all assets run on a discretionary basis, the firm appears to deliver boutique, hands-on portfolio management rather than acting as a large capital allocator or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices