PARK Private Wealth is an independent investment counselling and portfolio management firm. Our team provides investment consultation and oversight to high net-worth individuals (such as medical and legal professionals, entrepreneurs, business owners and executives), private operating or holding companies and charitable foundations.Why Choose PARK:1) We Create a Comprehensive Investment StrategyOur firm designs a customized investment strategy for each of our clients. This includes an asset allocation that fully diversifies the risk of a portfolio, while maximizing the long-term potential of achieving the client's required return objective. The investment strategy is aligned with the client's unique tax & estate structures through coordination with his/her accountants, lawyers and other advisors.2) We Identify Best-in-Class Investment ManagersUnlike other investment firms, PARK is not constrained by a platform of investment managers and strategies. We screen for best-in-class institutional managers using our database of over 5,000 strategies. Once an investment manager has passed our quantitative screen, we perform detailed qualitative due diligence. We monitor engaged investment managers by continually assessing them against their peers and benchmarks. Additionally, we have ongoing discussions and interactions with each investment manager.3) We Provide Independent and Objective GuidancePARK has no third party affiliations with any investment managers and is only compensated by clients. This ensures that our interests and those of our clients are entirely aligned.4) We Deliver the Highest Level of Personalized ServiceWe believe in constant client communication and attention. PARK continually monitors our client's portfolio against his/her investment strategy. We also meet quarterly with each of our clients, and provide an investment summary that details consolidated, entity and individual manager performance.

-Evaluated institutions' investment portfolios to determine their optimal asset allocation, compliance with stated mandates, risk management practices and asset liability management-Met with investment fund managers to discuss fund strategies, perceived risks/challenges, industry best practices and economic outlook-Evaluated institutions' quality of risk management as it relates to capital, earnings, compliance and lines of business-Worked with small insurance institutions for the implementation of segregated funds, new capital management policies and investment policy guidelines

-Analyzed the performance of defined benefit and defined contribution pension plans to determine overall success of individual money managers and performance of funds over time.-Planned and prepared universe statistics for various industry sectors for inclusion in quarterly reports. Universe statistics highlighted the relative performance of money managers in comparison to industry counterparts-Conducted investment manager searches, if required, to find new money managers who provided better opportunities to meet clients’ long-term performance objectives-Worked with consultants to propose investment solutions and recommendations for addressing individual client needs