PARKSIDE INVESTMENTS

Parkside Investments, LLC is an independent, boutique investment management firm providing individualized investment advice and we are committed to personal relationships, communications and service for our clients... Our typical client is an individual, a family, or often multiple generations who seek an investment advisor dedicated to a long-term investment philosophy. Armed with decades of cumulative investing experience, independent research, and practical capability, we customize an investment strategy to embody a client's defined goals and objectives, while balancing risk and reward... As part of our multi-generational perspective, we are pleased to mentor young or less experienced family members to expand their financial literacy and prepare them to successfully transition to handling wealth. We understand that financial legacies often require trusted advice, significant preparation/administration and effective nurturing for success.

Also known as: Parkside, Parkside Investments, LLC

Primary location: Deerfield United States