Parvin Asset Management is an independent registered investment advisor providing continuous, discretionary investment management tailored to each client's individual needs and objectives. Parvin Asset Management builds portfolios across several strategies, including hedged equity, select equity, balanced portfolios of stocks and bonds, fixed income, and ultrashort treasuries. The investment approach focuses on fundamental analysis, assessing individual company financial reports, and seeking out securities trading below their intrinsic value. To help protect portfolios during market volatility, certain strategies incorporate options. Parvin Asset Management serves individuals, families, trusts, estates, charitable organizations, and businesses. Clients can place restrictions on their accounts, such as avoiding specific securities or utilizing third-party investment screening. Parvin Asset Management does not manage wrap fee programs and operates with a team of experienced investment professionals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Rates shown are for the Hedged Equity strategy. Other strategies have different fee schedules: Select Equity & Balanced (1.00% down to 0.60%), Fixed Income (0.50% down to 0.30%), Ultrashort Treasuries (0.25% down to 0.15%), and Hedged Ultrashort Treasuries (0.50% down to 0.30%). Fees are negotiable.