About
We’re a collaborative group of committed advisors. As fiduciaries, we’re duty bound to place your interests above our own. But to us, that’s more than a duty — it’s a calling.
Fiduciary Standard
The choice to be an RIA is at the heart of the Parallel Advisors mission: to remove the fundamental conflicts of interests prevalent on Wall Street and to form a firm aligned with the clients’ best interests. To be a fiduciary (as with an attorney at law) requires a relationship based on trust and confidence. We are legally bound to this standard and excited to work in this capacity with our clients.
Open Architecture
In the selection of investment choices perhaps no factor is more important than the ability to be completely independent and not restricted to the in-house products of any Wall Street firm. This includes our ability to access low cost index funds, to hold managers accountable for their results and to be able to analyze risk profiles and correlations in search of the optimal portfolios for each client.
Team Approach
By forming Parallel Advisors as a team, with all principals as owners, the entire team is aligned to pursue the best interests of all Parallel Advisors’ clients. We work together toward the success of all, contributing our own unique talents in a culture and organizational design focused always on client outcomes first and foremost.
Full Array of Investment Services
As providers of investment advice, we do not custody our clients’ assets, instead employing the most familiar institutional custodians in the market, Fidelity and Schwab. These providers offer low cost and the highest degree of safety.
The design of Parallel Advisors has set a strong foundation aimed at delivering superior value to our clients. We stay true to this purpose while continuously improving and evolving by depending on the Principals' integrity, vision, and commitment. The higher legal standard of Registered Investment Advisors allows us to deliver a superior service to our clients.
