Parallel Advisors
Parallel Advisors, LLC is a wealth management firm that offers comprehensive financial planning, portfolio construction, and asset allocation services to clients across the United States. The firm focuses on active financial planning and thoughtful asset allocation, aiming to assist individuals, families, and trusts in achieving their financial objectives. By prioritizing tailored strategies and mindful investment practices, Parallel Advisors seeks to provide clients with the tools and guidance necessary for effective wealth management.
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AUTUS Asset Management
Acquisition in 2023
AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It specializes in providing tailored investment solutions for high net worth individuals, families, charitable organizations, and various institutional clients, including pension plans and corporations. The firm focuses on managing client-specific portfolios and emphasizes a combination of value and growth-oriented investments across public equity, fixed income, and alternative markets globally. With a commitment to personalized wealth management, AUTUS employs fundamental, technical, and cyclical analyses, bolstered by in-house research, to inform its investment strategies. The firm aims to help clients design well-diversified portfolios that effectively respond to diverse market conditions.
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