Joseph Smith's Contact Details

Joseph Smith's Company Details

Parti Pris Investment Partners

, , • 5 - 9 Employees
Other

Parti Pris Investment Partners provides investment management services to financial advisors which enables them to deliver highly personalized, tax-sensitive index portfolios to their clients. We build and manage Personalized Index Accounts for advisors using targeted baskets of individual stocks to replicate the characteristics and risk exposures of an index portfolio. We provide advisors the flexibility to transition an account using either their client's existing holdings or cash, thus ensuring better control over their client's current tax situation. Our approach helps advisors identify the appropriate index target that meets their client's investment objectives, and allows them to personalize its implementation in accordance with their client's financial plan and stated investment preferences. Parti Pris investment experts will craft and manage the client's Personalized Index Account on a daily basis to control for risks and take advantage of market-driven opportunities to enhance the after-tax return.