Portfolio Design & Monitoring

Your investment policy reflects the unique culture and circumstances of your organization, which complements our approach to portfolio design and management. We understand how important it is to invest excess cash, monitor and evaluate completely in line with the written policy.

We frequently work with executive directors, boards and committees to design, implement and monitor a portfolio based on the investment policy. Our solutions are customized based on your nonprofit’s liquidity needs and tolerance for investment risk and other constraints as laid out in the investment policy.

Park Financial Advisors is supported by the resources of LPL Financial, the nation’s largest independent broker/dealer.* This relationship provides us with thorough research and a comprehensive array of investment options, tools, resources and technology. Because LPL Financial has no proprietary products to sell, we have the freedom to offer you thought financial guidance and investment recommendations.

*As reported by Financial Planning magazine, June 1996 – 2018, based on total revenue