third party risk management financial services

As a financial consultant with a series 65 license as a Advisory focuses on providing the best advice and services to their clients. We strive to ensure that ourselves. We use third party money managers only if it makes sense and fits the particular risk profile of the

At Parabolic Asset Management, we provide experienced financial services to help you protect and grow your of the few investment managers to successfully navigate through the 2008 Financial Crisis. We are Fee Only advisors, held to the Fiduciary Standard, and we never accept third-party

future through sound investment management. We are solely focused on managing individual securities, legacy positions, to meet each client's goals and risk tolerance. Our team has a vested interestAll securities and funds are held at third-party custodians of the client's choice for to learn more about our services.