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Parkview Wealth Management was created to meet the investment, purchasing and logistical needs of individuals, families and their operating companies. All services are uniquely tailored to the needs of our clients. With an 18-year track record of success, our skilled professionals are accustomed to working with complex multigenerational family structures. Our sole objective is to …

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Parkview Wealth Management was created to meet the investment, purchasing and logistical needs of individuals, families and their operating companies. All services are uniquely tailored to the needs of our clients. With an 18-year track record of success, our skilled professionals are accustomed to working with complex multigenerational family structures. Our sole objective is to &hellip;
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Home - Parkview | pvi-usa.com Reviews

https://pvi-usa.com

Parkview Wealth Management was created to meet the investment, purchasing and logistical needs of individuals, families and their operating companies. All services are uniquely tailored to the needs of our clients. With an 18-year track record of success, our skilled professionals are accustomed to working with complex multigenerational family structures. Our sole objective is to &hellip;

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1

Investment Management - Parkview

http://www.pvi-usa.com/investment-management

Our sole objective is to ensure that your financial and personal needs are met. We are 100% independent and compensated only by our clients. We serve as your one point of contact, integrating your existing relationships with trusted professionals into our management and reporting systems.

2

Investment Process - Parkview

http://www.pvi-usa.com/investment-management/investment-process

A multi-phased process tailored to suit the individual goals and preferences of each client. Determine Asset Allocation Model. Considers your income needs, return expectations and risk tolerance. Develop models using traditional and uncorrelated asset classes to meet your objectives. Quantify the effect of various economic scenarios on investment returns. Best in class investment managers, including separately managed accounts, mutual funds and ETFs.

3

Investment Philosophy - Parkview

http://www.pvi-usa.com/investment-management/investment-philosophy

In a rapidly changing world, theoretical relationships between asset classes seem to apply less and less. Investment strategies of large endowment funds or financial institutions are either inappropriate for or not easily replicated by many private clients. In a recent survey,* single- and multi-generational families’ two greatest concerns were:. Are the investment theories and asset allocation strategies they are currently relying on truly capable of meeting their objectives?

4

Disclosure - Parkview

http://www.pvi-usa.com/disclosure

5

Key differentiators – Our relationship with our clients is as trusted family advocates - Parkview

http://www.pvi-usa.com/key-differentiators

Key differentiators Our relationship with our clients is as trusted family advocates. Work exclusively for our client families. We are 100% independent and compensated only by our clients. Work with the client to set objectives and then execute their mandate. In this manner, the client maintains control. Are free to select best-of-breed providers. No compromising the quality of service. Uniquely tailored to the needs of our clients. Have a successful 16-year track record.

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Home - Parkview

P arkview Wealth Management. Was created to meet the investment, purchasing and logistical needs of individuals, families and their operating companies. All services are uniquely tailored to the needs of our clients. With an 18-year track record of success, our skilled professionals are accustomed to working with complex multigenerational family structures.

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