Focusing On Investor Education

At Parks Capital, we believe that an educated investor is a successful investor. While we genuinely appreciate the trust our clients put in us to manage their assets, we also value the fact that this is their money.

Education Investing Success

Parks Capital is built upon a single mission of helping our clients achieve their financial goals. Our advisors work closely with clients to help craft their financial goals and build optimum strategies to achieve the goals over time.

Parks Capital's Role

Find value and peace of mind in your financial life at all stages of life. Utilizing a fee based model we focus on the individual needs and not the number of transactions.
Plan, Perform, Protect
Plan
Good planning is the stepping stone to a sound financial future. Our advisors create custom designed plans that focus on the individual client's needs, situations, and goals.
Perform
Plans are only good if they lead us to the desired level of performance. Performance often corresponds to the percentage of return you receive on your financial investments. It's more than just the number on your monthly statement.
Protect
Our advisors bring together their experience and expertise to create a unique and effective risk management strategy for our clients.
Education + Investing = Success

At Parks Capital, we believe that an educated investor is a successful investor.

We see it as our job to not only manage their portfolio, but also to educate our clients about all things financial allowing them complete transparency and understanding regarding their portfolio.

How do we help with financial education?

We are committed to providing clients with valuable education on relevant financial topics to help you reach their financial goals. We do this by:

  • Creating useful and interesting content on our YouTube channel
  • Sharing relevant news and educational articles
  • Having one on one conversations during our quarterly reviews
  • Sharing relevant updates via our website, social media platforms and our client experience portal
Advisory Model

Fee Based Advisory Model

At Parks Capital, we are a fee only Registered Financial Advisor - an individual or a firm that is registered with the S.E.C. or the state and provides financial advisory services on an ongoing basis to its clients for a fee based on the percentage of assets under management.

Such advisors are paid only by their clients and do not collect a commission or sales charge from third parties.

At Parks Capital, we believe that an educated investor is a successful investor. We are committed to providing clients with valuable education on relevant financial topics to help you reach their financial goals. The Parks Capital resource center provides you financial planning articles, educational videos, news & press releases and much more.

Parks Capital History

Where Education + Investing = Success

On November 11th, 2005, Parks Capital was established. We chose to implement a model where the client doesn't pay us a single penny in transaction costs or sales charges. We adopted an advisory model where we no longer sell products to clients, instead we buy investments for clients based on their unique financial plan and needs. Our clients pay us as their long-term advisors and confidants instead of their broker or sales associate.

Newsletter

Sign up for our email newsletter