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"To render investment advice, portfolio management and investment expertise with a long-term focus on service and the realization of our clients' financial goals."
Our
Company
Parkway Advisors, L.P. (“Parkway”) is an investment advisory firm in the
business of providing discretionary investment advisory services to its
clients. The mission of the firm is “to render investment advice, portfolio
management and investment expertise with a long-term focus on service and the
realization of our clients’ financial goals.”
Our
Approach
Parkway will develop customized portfolios that fit the specific financial goals
and objectives of its clients. The firm will follow a well structured and
disciplined investment process that focuses on the long-term financial goals of
the individual or the corporation or other business such as a trust or pension
fund. See Investment Philosophy.
Our
Client Base
Parkway
serves the investment advisory needs for various clientele. Investment advisory
services are generally provided to insurance companies, individuals, trade
associations, pension and
profit sharing plans, trusts, estates or charitable organizations,
municipalities, political sub-divisions, investment companies, and other
business entities. Parkway provides investment advisory and special accounting
and reporting services as required for insurance companies. Additionally,
Parkway is prepared to serve other advisory firms or broker/dealer firms who
have a need for any one of the available services offered. See
Services.
Relationships
Parkway has extensive market contacts with industry analysts, broker/dealers and
other industry professionals. These relationships allow for Parkway to bring
institutional “economies of scale” down to the individual client.
Our
Experience
Parkway has an experienced staff in the investment field. The staff is well
versed in current technology and industry software. Such software provides
advanced modeling and portfolio tracking tools and analytics. See
Experience.
Customer Service
Parkway utilizes well-known industry firms to provide investment alternatives as
well as providing individual account access.
For all of your investment advisory needs, the solution is simple.
The solution is Parkway Advisors, L.P.
Parkway can be reached by calling Carl C. Peterson, CEO at 800.692.5123 or 325.795.2111 or requesting information from info@parkwayadvisors.com.
Parkway is located at 6550 Directors Parkway, Abilene, Texas 79606.
©2003-2005 Parkway Advisors,
L.P. All rights reserved.
Legal Info
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