Parkway's investment philosophy is to utilize traditional and innovative investment products and technologies to achieve the individual financial goals and objectives of our clients through a planned and disciplined approach.
Parkway will develop a written investment plan with details of the individual financial goals, objectives and constraints for each client. Parkway understands the uniqueness of each client and therefore, the customized investment plan is the framework for which investment decisions are made.
In security selection, Parkway will focus on the impact a security will have on the entire portfolio and align those investments to achieve the long-term goals of the client. Individual security selection is driven by fundamental analysis and supported by the use of technical indicators.
Parkway believes communication with the client is very important. As a result, the portfolio managers are available for client meetings. Communication and the investment plan will enable all parties to stay focused on the financial goals and avoid the pitfalls of short-term thinking.
Planning, investing, measuring, communicating, and
re-evaluation are key to any successful financial future.
See our Performance Objectives for more information.
©2003-2005 Parkway Advisors,
L.P. All rights reserved.
Legal Info