At Parkside, simplicity, transparency and objectivity form the bedrock of every client relationship. Our asset management services can be integrated into our family office and corporate trustee roles, or we can offer this service individually.
Flexibility
Our objectivity extends to our duties as your custodian as well. With The Path, our sophisticated technology aggregates your data nightly, allowing you to view it every morning. From multiple locations, your data is gathered, enabling us to provide you with a comprehensive perspective. The Path technology allows you to hold your assets with any custodian you wish, without diminishing the overall accuracy of your reports whatsoever.
Performance
You’ll also regularly meet with your Parkside family office advisor to review the performance of both your accounts and your managers, comparing them to all relevant benchmarks. We then tailor our client recommendations to achieve your financial goals.
Investment Policy Statement (IPS)
We create an Investment Policy Statement (IPS) for every single client. The IPS is directly tied to all areas of your wealth dynamic and is reviewed regularly to ensure current goals are in absolute alignment with your risk tolerance.
Fee Structure
Our fee structure is designed to be completely neutral. So when it comes to helping you choose the best funds to meet your objectives, we refuse to accept any 12b-1 fees or any other form of commission.
Partnerships
We are proud to engage in powerful partnerships in matters such as asset class deployment, economic commentary and manager selection.
Our partnerships enable us to have worldwide reach, conduct over 1,200 manager meetings annually and utilize over 40 analysts. These relationships give our team members complete control of your manager oversight and the selection process.
