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Institutional Investment Management For Corporations and Institutions
Institutional Investment Management provides discretionary investment management for corporations and institutions through Parker/Hunter Asset Management. Equity and fixed income professionals manage accounts according to a specific strategy and set of constraints established in advance with each client. Institutional Investment Management is a fee based service that can be structured either as one all inclusive fee, or as a lower fee with a separate charge for commissions. Back > Who should consider Institutional Investment Management? Institutional Investment Management is designed for organizations with officers, directors or trustees who seek both strategic investment advice and investment management. Fiduciary considerations are an important element in modern corporate or institutional governance, and Parker/Hunter Asset Management can help fulfill such obligations. Back > How does Institutional Investment Management work with a Financial Consultant? Institutional Investment Management is offered through a Financial Consultant who will help the client determine when Institutional Investment Management is appropriate, and if so, what needs to be done to get started. The Financial Consultant will work with the client to review investment goals and objectives, and then will represent those client interests to Parker/Hunter Asset Management. The Financial Consultant also will help existing clients evaluate investment progress, and will provide counsel when adjustments are being considered. Parker/Hunter Asset Management staff is available for review and consultation when appropriate. Back > What is our Investment Philosophy? Parker/Hunter Asset Management employs a conservative approach to investment management. We seek competitive investment returns while minimizing risk. We recognize the asset allocation strategy determines the fundamental trade-off between risk and reward for each investment account. We believe diversification by economic sector, size, geography and style improves opportunities and reduces risk. We believe our disciplined quantitative and qualitative selection process for individual equity and fixed income securities adds value. We believe an Investment Policy Statement is a critical statement of strategy for each client. Back > How are client investments managed? Investment accounts managed by Parker/Hunter Asset Management typically consist of individually owned equity or fixed income securities. Individual investment managers use sophisticated analytical tools to evaluate security selections, and equally sophisticated trading tools to monitor and manage each account. At the end of every calendar quarter, clients are provided with a comprehensive portfolio appraisal that clearly describes what they own, what was accomplished in their portfolio, and what the investment performance has been over time. Back > How does this benefit an instituional investor?
How is Parker/Hunter Asset Management organized? Parker/Hunter Asset Management is a division of Janney Montgomery Scott LLC and is a Registered Investment Advisor under the Investment Advisors Act of 1940. Back > How can I learn more? Contact your Financial Consultant or Parker/Hunter Asset Management at 412-562-8100. Back > < < Back to Fee-Based Investment Management |
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Terms and Conditions | Financial Information | Business Continuation Summary | Contact Us | Parker/Hunter, a division of Janney Montgomery Scott LLC. © 2005 Janney Montgomery Scott LLC. All Rights Reserved. Member: NYSE, NASD, SIPC Parker/Hunter, a division of Janney Montgomery Scott LLC investment professionals are available to discuss the suitability and risks involved with various financial products and strategies. We will be happy to provide a prospectus, when available, and other information upon request. We will not accept orders online. If you send us an e-mail, DO NOT INCLUDE TRADING INSTRUCTIONS. Should the viewer leave this site via a link, the existence of such links should not be construed as an endorsement, approval or verification of Janney Montgomery Scott LLC of any content available on third party sites. |
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