Independent Investment Management
During the financial planning process, we will review your existing portfolios and discuss any adjustments or changes we would recommend. If you have positions that would generate taxes upon sale, we manage them on a case-by-case basis. We discuss strategies for minimizing the risk of a concentrated securities portfolio and for diversifying the concentrated positions over time.
Please see our Customized Portfolio Strategies for more detail.
NO INVESTMENT ADVICE
The material in this blog is for informational purposes only. You should not construe any such information or other content as legal, tax, investment, financial, or other advice. Nothing contained in our blog constitutes a solicitation, recommendation, endorsement, or offer by Parkside Advisors or any third party service provider to buy or sell any securities or other financial instruments in this or in in any other jurisdiction in which such solicitation or offer would be unlawful under the securities laws of such jurisdiction.
All material in this presentation is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the presentation constitutes professional and/or financial advice to any specific firm client, nor does any information in this presentation constitute a comprehensive or complete statement of the matters discussed. Parkside Advisors does not become a fiduciary to any participant or other person or entity by virtue of any person’s use of or access to the presentation.
The content presented represents the interests and opinions of Parkside Advisors only. Blog content also may include material obtained from third party sources. We believe all content presented in the blog is reliable and current however we provide no guarantee of accuracy. You assume the sole responsibility of evaluating the merits and risks associated with the use of any information or other content in the blog before making any decisions based on such information or other content. In exchange for using the blog, you agree not to hold Parkside Advisors, its affiliates or any third party service provider liable for any possible claim for damages arising from any decision you make based on information or other content made available to you through this site.
INVESTMENT RISKS
There are risks associated with investing. Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Principal loss is possible. Some high risk funds may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.