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Parkside Investments

EST. AUM
$1,437,643,896

CONTACTS
3

CLIENT ACCOUNTS
710

Firm Details

Metro area Chicago
CRD Number 286178
Website parksideinv.com
Client types

Overview

The overarching principle for managing wealth is to treat clients as unique individuals and to make portfolio management decisions believed to be in their best interests. On behalf of their clients, the firm custom tailors solutions for each client. It manages portfolios with a total return approach targeting growth and/or income needs. It views risk/reward through the lens of the front windshield (not the rear-view mirror). The firm utilizes proprietary research generated by a senior dedicated analyst. It aligns its interests with its clients by investing personal portfolios in the same investments and strategies selected for the clients.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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