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Fee-Based Investment Management
Parker/Hunter Asset Management
For Individuals and Families
What is Private Investment Management?
Private Investment Management provides discretionary investment management
in separately managed accounts for individuals and families 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. Private 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.
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Who should consider Private Investment Management?
Private Investment Management makes the most sense for individuals and
families who have complex financial needs. They may have multiple accounts
for a combination of taxable and tax-deferred purposes, or may have a
significant capital gains exposure associated with a concentrated equity
position. Sometimes a client does not want the day-to-day responsibility
for managing a large portfolio personally. Other clients may not be knowledgeable
about the financial markets, and some may just want to simplify their
lives and do other things with their time.
How does Private Investment Management work
with your Financial Consultant?
Private Investment Management is offered in conjunction with a Financial Consultants who helps clients determine
when Private Investment Management is appropriate, and if so, what needs
to be done to get started. Typically, they work with clients to
review investment goals and objectives, and then represent those clients
interests to Parker/Hunter Asset Management. Financial Consultants
also help existing clients evaluate investment progress, and provide counsel
when adjustments are being considered.
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.
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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.
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How does this benefit an investor?
- Professional investment management
- Flexible investment strategy
- Customized account structure
- Clear and comprehensive reporting
- Tax sensitivity
- Time savings
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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.
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How can you learn more?
Contact your Financial Consultant or Parker/Hunter
Asset Management directly at 412-562-8100.
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