Parkside Investments provides personalized investment management services for high net worth individuals, families, foundations, and endowments. The firm focuses on preserving capital while building diversified portfolios tailored to each client's specific risk tolerance, time horizon, and liquidity needs. Parkside Investments constructs portfolios using a mix of individual large cap stocks, fixed income securities, exchange-traded funds, mutual funds, and closed-end funds, alongside private investment options. The firm emphasizes fundamental analysis and tax efficiency, working closely with clients' accountants and estate planning attorneys. Additionally, Parkside Investments manages private funds such as the Parkside Covered Call Fund and Parkside VPS Fund for qualified investors. The team consists of experienced investment professionals with a strong background in equity research, portfolio management, and derivatives trading.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fixed income only account fees are negotiable. Charitable organizations receive a 10% discount off the stated fee schedule.