Life is a Portfolio
Take the first step today in securing your financial future
Parrish Capital is a registered investment advisor founded in 2014 through the natural progression of the career of founder Theodore “Teddy” L. Parrish, CFA.
Parrish’s experience spans over the last 20 years as Principal, Director of Investments and total client portfolio manager for an independent wealth management firm with approximately $1.65 billion in assets under management as of June 30th, 2014.
As leader of the firm, Parrish drove the firms marketing efforts by sharing his investment prowess with the world through guest analyst appearances on national business television networks.
Parrish Capital is an independent, fee-only wealth management firm founded by nationally recognized wealth manager Theodore “Teddy” L. Parrish. Teddy was joined by 20-year colleague Ryan W. Moledor as an owner, experienced investment and planning professional when Parrish Capital merged with KRM Capital Management in 2016.
With over 45 plus years of hands on investment and planning experience through many market cycles, Parrish Capital’s mantra “Life is a Portfolio” maintains that every facet of life is an important building block that adds value to one’s overall success. Our aim is to steward clients through the cycles of Life and on to Legacy by intently listening, accessing current situations, and crafting and implementing a strategy for success.
Parrish Capital’s primary focus is on you and your Life goals. While we believe in continuity between your financial plan and investment management, we avoid the cookie cutter approaches that are rampant in today’s environment. We dedicate substantial time to gather the facts, in regard to your personal finances, investment return expectations, and time horizon. We also strive to educate and clarify your understanding of individual risk tolerance which we feel is essential in managing emotions and other behavioral aspects of investing.
You can rest assured that our planning and investment decisions are based on one primary goal: preserving and growing the hard-earned assets that clients have entrusted to our care.
Life is a Portfolio
Comprehensive Wealth Management
As a fee-only wealth management firm, our focus is on you and your financial goals. We are not driven by third-party products or sales commissions. And we have no incentive to make you choose certain investment options.
Cash Flow Management
Why Choose Parrish Capital?
There are many facets to your life. At Parrish Capital, we consider all of them an important part of your financial picture.
Parrish Capital helps you achieve your goals by providing thorough financial planning services and high-quality investment management.
Managing financial assets is inherently complex. But by working closely with each and every client, we help make your goals attainable with our commitment, transparency, and clarity.
Roadmap to success
Our Investment Philosophy
We combat risk that we can control through diversification across asset classes as well as prudent investment selections with the intent of meeting the goals and risk profiles of our clients.
How we Invest
Holding each portfolio position long term with one small business cycle as the base
Where we Invest
High quality companies with B+ or better for Financial Strength and earnings growth plus dividend of at least 12%
Companies meeting our core parameters make up the select group of which we build our Parrish Core Growth and Parrish Income Portfolios
Frequently Asked Questions
For Parrish Capital clients, the annual fee is generally prorated and billed quarterly based upon the market value of the assets being managed by Parrish Capital, LLC on the last day of the quarter. As fee-only advisors, we are compensated only by our clients. We do not receive compensation from any of our managers, our custodians, nor from the investments we make. We do not receive any commissions from transactions.
Absolutely not. We refuse to sell products, and we are not paid by commission. We do not have financial arrangements with any third parties, so we have no incentive to refer you to particular individuals or products
Parrish Capital, LLC is a registered investment advisor and operates completely independently. Our custodian, who holds assets, is Charles Schwab & Co. They provide statements, tax documents, and online access.