why invest with parish?

Our Clients Are More Than A Transaction

 
 
 

WE MANAGE YOUR WEALTH WITH INTEGRITY, FLEXIBILITY, AND TRANSPARENCY.

Historically the investment services industry has provided more confusion than clarity. Parish has a vision to change that. Investment advice is traditionally delivered through a commission-based structure that encourages advisors to buy and sell securities to generate their next commission, a clear conflict of interest for the client. We believe there is a better way to assist people with their financial needs. A smarter way. Let us show you how.

 
 
 
 

Flexible Investment

As independent advisors, we are not bound by corporate restrictions and lengthy approval processes. We answer directly to state regulators and to our clients. Our independence allows us to quickly adapt to changing markets with flexible investments that are best suited for each client’s portfolio.

Fiduciary Standard

At Parish we are bound to a fiduciary standard. This standard requires us to put our clients' interests above our own.

Transparency

Do you know how much your investment portfolio actually costs? Many portfolios include layers of fees that often go unnoticed. We take time to explain all costs associated with your investments.

We only succeed when you succeed. We accomplish mutual success by providing our clients with steadfast advice, service, and portfolio management. As a result, we develop long-term relationships built on trust. At Parish, we provide holistic advice and management for a fair fee leaving our investment decisions uninfluenced.

Interests Aligned

 

Our Investment Strategy

Our detail oriented process allows us to customize each client's approach to investing. We take the time to determine and discuss individualized risk profiles. This information allows us to maximize potential return while mitigating risk with diversification in sector and asset classes.

 
 

Our Process

GETTING STARTED

We will evaluate your current portfolio, objectives, and risk tolerance. We then design a strategy that puts you in position to attain your goals.

 

ANALYZING RISK

Start your free risk assessment with Riskalyze.

 

ONGOING ACCOUNT PROCESS

Our ongoing service model promotes a healthy client-advisor relationship. With regular updates and conversations, we give our clients the guidance needed to meet their goals. We know that your financial objectives change with time; we will be there to adjust our strategy as needed.

 

Ready to get started?

Your Investment Partner based in Lafayette, LA