Parkside Advisors

Independent Investment Management

What types of clients do you work with?

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We work closely with a variety of professionals and individuals and their families, across the United States, including:

  • Corporate executives
  • Business owners and partnership members
  • Service professionals, including doctors, lawyers and consultants
  • Entrepreneurs
  • Employees with stock option, RSUs and other equity compensation arrangements
  • Artists and entertainment professionals
  • Couples and individuals preparing for, or in, retirement
  • Individuals experiencing significant personal change, such as divorce or generational inheritance

These clients have a shared common need:  financial advisors who are their trusted fiduciaries holding their best interests in mind, and providing a uniquely integrated offering of financial planning, investment management and strategic tax planning tailored for their goals.

We typically work with clients with investment assets of $2.0 million or more, although we begin working with some clients at lower asset levels - for example, when assets include private company equity and options, private partnerships, or other investments prior to a liquidity event.

NO INVESTMENT ADVICE
The material in this blog is for informational purposes only. You should not construe any such information or other content as legal, tax, investment, financial, or other advice. Nothing contained in our blog constitutes a solicitation, recommendation, endorsement, or offer by Parkside Advisors or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.

All material in this presentation is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the presentation constitutes professional and/or financial advice to any specific firm client, nor does any information in this presentation constitute a comprehensive or complete statement of the matters discussed. Parkside Advisors does not become a fiduciary to any participant or other person or entity by virtue of any person’s use of or access to the presentation.

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INVESTMENT RISKS
There are risks associated with investing. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Principal loss is possible. Some high risk funds may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.