We're excited to share our Q3 2024 Newsletter with contributions from Christopher Broderick, our Research & Portfolio Strategy Director, and Ernest Miller, our Head of Family Office.
关于我们
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: ? Financial planning ? Investment management ? Investment manager due diligence ? Retirement planning analysis ? Philanthropic planning and evaluation ? Institutional style bond and cash management ? Portfolio analysis and comparison of investments and/or managers ? Tax planning and preparation ? Risk, insurance and annuity analysis ? Research services ? Intergenerational wealth transfer strategies
- 网站
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https://www.paralleladvisors.com
Parallel Advisors, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- San Francisco，CA
- 类型
- 私人持股
- 创立
- 2006
- 领域
- Wealth Management、Financial Planning、Investing、Investment Management、Independent、Registered Investment Advisor、Fiduciary、Financial Advisor和Governance
地点
Parallel Advisors, LLC员工
动态
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Parallel is pleased to share our Q2 newsletter, with articles from our Research & Trading Director Christopher Broderick and our Head of Family office, Rus Miller.
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Our interns and Wealth Strategists spent a half day over with our partners at BlackRock and got to learn about the world of asset management! They had a wonderful time and learned so much.
Last Thursday, we got to take our interns (Nicholas Centurioni, Owen Burns, Christian Gotterup, Chase Oldenbrook, Luc Poulin, Anton Rendic, Burke Stratton, and Jackson DeVoe) and some of our Wealth Strategists (Mollie Courtney) for a half day with the team over at BlackRock, in-person as well as virtually. They got to learn about the partnership between BlackRock and Parallel Advisors, LLC, asset management and portfolio construction, and ETFs, in addition to a phenomenal career panel with folks who were out of school a few years ahead of them. The interns came hungry to learn and asked some really thoughtful questions, while the team from BlackRock came with keen insight and were incredibly generous with their time and perspectives. Thank you so much to Joey Riherd for being such a great ambassador and helping set all of this up, Brian Towns for your continued partnership, sharing your depth of experience, and for welcoming Parallel folks for the day, and to all of our panelists: Stefan Yu, CFA, Noah Bernstein, CFA, Tara Venkat, Rebecca Schubert and Patrick Greenfield. Y'all are amazing!
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In 2023, Parallel Advisors, LLC was recognized among the nation's top RIA firms in several industry publications. Thank you Barron's, USA TODAY, and Financial Advisor Magazine for the recognition!
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We're #hiring a new Operations Associate - Client Service (Alternatives) in Dallas, Texas. Apply today or share this post with your network.
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Parallel Advisors is pleased to welcome Bruce Frankel, MBA, CFP? to the team as Wealth Advisor in San Francisco. With over 30 years of international experience in business planning, management, and consulting, Bruce has earned a reputation as a trusted financial advisor committed to helping clients achieve their strategic goals. As the Managing Director for Northern California at MGO Private Wealth, Bruce specialized in helping successful entrepreneurs and investors in achieving their financial goals. He also co-founded Yerba Buena Financial Partners and established Eckhoff Wealth Management. His expertise in entity structuring, tax issues, and transition planning has empowered high-net-worth clients to pursue their passions with confidence. Prior to his financial services career, Bruce worked extensively in business management and consulting, gaining valuable insights into the needs of small and midsize business owners and Silicon Valley startups. His book, "The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs: And How to Avoid Them", was inspired by his work. Join us in welcoming Bruce to Parallel Advisors. His passion for financial empowerment and commitment to client success make him a valuable addition to our team. Connect with him to explore how he can help you achieve your financial goals and build a legacy for generations to come. #WealthAdvisor #ParallelAdvisors #FinancialEmpowerment]