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.
AUTUS Asset Management
Acquisition in 2023
AUTUS Asset Management, LLC is an employee-owned investment management firm located in Scottsdale, Arizona. It primarily serves high net worth individuals and families, as well as charitable organizations, pension and profit-sharing plans, and corporations. The firm specializes in managing personalized investment portfolios and offers a range of services, including portfolio management and retirement planning. AUTUS invests in public equity, fixed income, and alternative investments worldwide, focusing on both value and growth-oriented securities. Utilizing a combination of fundamental, technical, and cyclical analyses, the firm conducts in-house research to inform its investment strategies and create diversified portfolios tailored to meet clients' unique financial goals.
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