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How does the advisor help clients – Key Takeaways:
Managing finances can be a daunting and complex task, but with the help of the right financial expert, clients can achieve their financial goals and secure their future. PARAMETRIC PORTFOLIO ASSOCIATES is a firm specializing in financial services, providing expert guidance and support to clients who seek to enhance their financial wellbeing.
Facts and Insights
In today’s fast-paced and ever-changing financial landscape, it is important for clients to have a financial partner they can trust. PARAMETRIC PORTFOLIO ASSOCIATES is led by a team of highly experienced and knowledgeable financial experts, who stay updated on the latest trends and strategies to ensure their clients’ success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $25 billion |
|---|---|
| Number of Advisors: | Over 100 |
| Time in Business: | Over 30 years |
Financial Services Offered
- Portfolio management
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
PARAMETRIC PORTFOLIO ASSOCIATES provides financial services to a diverse range of clients, including individuals, families, and institutions. Their expertise makes them capable of tailoring their services to meet the unique needs of each client, regardless of their financial background.
Fees & Compensation
PARAMETRIC PORTFOLIO ASSOCIATES follows a fee-only compensation structure, which means they are only compensated through fees paid by their clients. This allows them to prioritize their clients’ best interests and provide unbiased advice without any conflicts of interest.
Background
Founded in 1987, PARAMETRIC PORTFOLIO ASSOCIATES has established itself as a trusted and reliable financial partner for clients across the United States. They have a strong focus on research and innovation, constantly exploring new strategies to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARAMETRIC PORTFOLIO ASSOCIATES is held to a fiduciary standard, which means they have a legal obligation to always act in their clients’ best interests. Additionally, they are transparent in their communication and disclose all potential conflicts of interest to their clients.