Pariveda Investment Management

Pariveda Investment Management offers continuous investment management services through discretionary and non-discretionary managed accounts. They manage personal tax-deferred investment accounts, taxable accounts, and employer-sponsored retirement accounts. Pariveda acts as a fiduciary, prioritizing client interests. They work with clients to establish a risk profile, assign a benchmark, build a portfolio, and monitor/manage accounts, reporting progress quarterly. They are open to discussing account restrictions.