The core of our investment philosophy is our fiduciary commitment to our clients to always invest with your best interest in mind. Our approach is to put you in position to capture returns from market growth over time, using decades of academic research and cutting-edge technology. We believe in the efficiency of capital markets and taking an acceptable amount of risk for an acceptable return. The strategy at our firm is to participate in the efficient markets with a long-term plan, and add value by focusing on the controllables: avoid expensive investments, manage taxes, keep turnover low, diversify, and shape your experience so that you enjoy peace and financial security.
WHY CHOOSE PARK AND ELM?
- Our fiduciary commitment to you
- Low-cost, evidence-based investments through Dimensional Fund Advisors
- Unmatched communication and educational opportunities
- Independent advice
- Cutting-edge technology
WE SERVE CLIENTS ACROSS THE NATION
At Park and Elm, we have a philosophy of culture rooted in a belief that all investors deserve access to professional advice, regardless of their location or financial situation. Our advanced technology platforms allow us to serve investors across the U.S.