Toggle SlidingBar Area

Call Us Today! 855-727-5356

FAQ
Client Login
Schedule Your Retirement Review

About
- Park + Elm Approach
- Meet Your Team
Investment Services
Insurance Services
Retirement Plans
- Solo 401(k)
Get Started
Insights
Contact

About
- Park + Elm Approach
- Meet Your Team
Investment Services
Insurance Services
Retirement Plans
- Solo 401(k)
Get Started
Insights
Contact

Park + Elm ADV

Form ADV 2A & 2B - 2.13.20

Tweet

By Park-Elm| 2020-08-05T15:24:29+00:00 August 5th, 2020|Markets|0 Comments

Recent Posts

U.S. Performance Dashboard – March 2024
U.S. Performance Dashboard – February 2024
U.S. Performance Dashboard – January 2024
U.S. Performance Dashboard – December 2023
U.S. Performance Dashboard – November 2023

Archives

Archives

We are held to the Fiduciary Standard

Our operations are fully transparent. We will always put your interests first.

We have a "duty to care." We are legally bound to continually monitor not just your investments but your ever-changing financial situation as well. We never stop working for you.

We are a fee-only adviser. Nothing is hidden.

Park and Elm Investment Advisers, LLC (Park and Elm) is a registered investment adviser in the State of Washington, Illinois, Ohio and Indiana. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

CONTACT

571 Monon Blvd., Suite 200, Carmel, IN 46032

Phone: 855-PARK-ELM (855-727-5356)

Email: info@park-elm.com

We’d Love to Hear From You. Lets Get In Touch.

Your Name (required)

Your Email (required)

Subject

Your Message

Copyright Park and Elm . ALL RIGHTS RESERVED. | Privacy Policy and Disclosures

Facebook Linkedin Twitter