Guiding insurance companies through the complexities of insurance investing and regulation is at the heart of our business.
When partnering with Parkway Advisors you benefit from our team of insurance professionals with experience in insurance investment management, statutory reporting and insurance regulation.
ServicesOur extensive financial knowledge will help you navigate the investment world.
Parkway Advisors, LP takes a uniquely consultative approach to investment consulting, reporting, and asset management.
In the investment industry, Parkway is the only investment advisor that truly customizes our services to the needs of our clients by offering stand-alone consulting and reporting services. We firmly believe that the best and most successful business relationships begin with open communication. Through Parkway’s emphasis on personal service, custom solutions, and strong communication, our clients have enjoyed historically strong performance success, even during the financial crisis and the low interest environment that has followed.
"Whatever you do, work at it with all your heart, as working for the Lord, not for men." Colossians 3:23
Think of us as an extension of your team.
Parkway understands that the only way to serve an insurance company is to understand the products that are sold to members, the historical financial statements, the nature of the reserves, current IMR/AVR and RBC characteristics and the risk tolerance and objectives of management. This requires a proactive relationship with management, the board of directors, the actuary and other service providers. In addition, Parkway fundamentally believes that all partners serving an insurance company need to work together. This is why we actively nurture relationships with insurance actuaries, auditors and other providers. Working together with a single direction is key to success and our desire is to be an extension of the team.
FRATERNAL BENEFIT SOCIETIES
MUTUAL INSURANCE COMPANIES
COMMERCIAL LIFE AND HEALTH COMPANIES
COMMERCIAL PROPERTY AND CASUALTY COMPANIES
Why Choose Parkway Advisors?
Investment success will only be accomplished by designing services and solutions around your unique needs as an insurance company. Parkway offers our clients service and support that goes beyond expected.
- Unmatched advisory experience, resources and tools.
- Stand-alone consulting and reporting services.
- Excellent track record of surplus and net investment income growth.
- Specific focus on serving insurance companies.
- Extensive knowledge reguarding statutory investment reporting.
- Extensive insurance relationships with actuaries, auditors and other service providers.
- Comprehensive knowledge of NAIC and state insurance regulation including pending rules.
To be known as the best, most-respected investment advisor to the insurance industry.
Because insurance investment is such a specialized service, it is important to work with an asset manager and investment advisor who can be a knowledgeable, trusted business advisor to your company. As an insurance focused investment advisory firm, Parkway Advisors seeks not to be the biggest or most profitable company, we strive to be the best, most-respected in the insurance industry.
We realize that “to be the best, most-respected provider of investment services to the insurance industry” is somewhat an audacious goal. However, we have put five strategic objectives into place which help guide us on our way.
Camp Courage
Cancer Services Network
Joseph Thomas Foundation
The National MS Society
Camp Courage
Camp Courage is a week-long camp for children who have suffered similar losses of a loved one through death, divorce, separation, incarceration or deployment.
Children participate in recreational activities that promote self-esteem, encourage self-healing, and provide an outlet for unexpressed emotions. In addition, with the help of specially trained counselors, campers develop healthy coping skills as a result of the variety of grief exercises offered, which ultimately help build self confidence, trust, and an understanding of the grief process. Children, ages five through 18, who are grieving are encouraged to participate.
Click here to learn more.Cancer Services Network
Cancer Services Network (CSN) provides post-diagnosis assistance to cancer patients, cancer survivors and their families, and caregivers through emotional, social, and direct financial support.
CSN is a local not-for-profit agency serving 19 counties of West Central Texas. Financial assistance is provided for low-income, uninsured and underinsured cancer patients. Cancer patients must be in active treatment; the amount of coverage is based on a sliding scale. For clients meeting the eligibility requirements, CSN can provide cancer prescription medications, medical equipment and supplies, transportation to and from cancer treatment, nutritional supplements, and health insurance premium continuation.
Click here to learn more.Joseph Thomas Foundation
The foundation was started to help families who need medical equipment, supplies and other medical needs.
Joseph was a special boy. He needed constant medical care, like most kids with special needs. We know firsthand the pressures this puts on the family, spiritually, emotionally and financially. We feel we can use our knowledge as an outreach and help other families in need.
Click here to learn more.The National MS Society
The National MS Society is a collective of passionate individuals who want to do something about MS now-to move together toward a world free of multiple sclerosis.
MS stops people from moving. We exist to make sure it doesn't. We help each person address the challenges of living with MS through our 50-state network of chapters. The Society helps people affected by MS by funding cutting-edge research, driving change through advocacy, facilitating professional education, and providing programs and services that help people with MS and their families move their lives forward.
Click here to learn more.
Theron
Lisa
Chad
Kyle
Jennifer
Christy
Jamin
Trevor
Theron R. Holladay, Sr.
President and Chief Executive Officer
God has blessed me with an amazing wife of 25 years and two beautiful children. I am also very close to my extended family and cherish family activities. My entire family loves to travel and my most recent passion involves studying my family history and ancestry. Therefore, I have combined these two passions into a new hobby I refer to as ancestry excursions. Traveling to locations where my ancestors lived has allowed me to step into their shoes and better understand things. In the summer of 2017, I traveled with my son to locate the grave of Daniel William Holladay who was a patriot in the Revolutionary War. While there we were able to locate graves, homes and places of other decedents of Daniel and walk on the land he previously farmed. In the summer of 2017, we traveled to England and discovered the location of the burial of Sir Leonard Holliday who was the lord mayor of London during 1605. The grave has been covered with a street; however, the picture above is my family having tea near this location. We then discovered etchings of his Grandfather Edward in a Church in Minchinhampton. This etching allowed us to see an actual representation of a direct ancestry from 1515. While in Minchinhampton we met others in the town aware of our history and some of our modern distant relatives. In London we viewed the grave of another direct ancestor, William Marshal (1147 – 1215). He has been called “hero of Magna Carter” and “the greatest knight to ever live”. Going forward I am hopeful for more ancestry excursions with my family.
Lisa L. Davidson
Principal and Chief Operating Officer
I grew up around here, and it was really great to get to take my daughter sightseeing around New York. Our favorite place to visit was Ellis Island, where so many people in America can trace back their roots and family history. After visiting Ellis Island we arrived at my niece's wedding, where my daughter met family members she'd never even seen before. It was a wonderful homecoming trip in so many ways. We came away with the sense that family and roots are important. They teach us who we are and where we come from, but more so, they teach us of the kind of courage and greatness we are capable of.
Chad B. Hoes
Chief Investment Officer
I love spending time with my family. We are an active family that loves games, being outside, watching movies, and playing golf. I enjoy intentional, family time as often as I can get it with my growing sons and incredible wife.
Kyle Timmermann
Director of Insurance Consulting
My wife, Shelby and I got married in 2015 and welcomed our first child, Allie, in 2016. These last 3 years have brought so much growth and joy and I’m looking forward to what lies ahead. Our family loves to travel, spend time outdoors and visit family. I’m so thankful to work for a company that understands the importance of quality time with loved ones and allows me to love what I do while serving my family. It’s a blessing to be a part of such a honorable company.
Jennifer Richardson
CFO & Chief Compliance Officer
I took this picture from the Mount of Olives looking down over the city of Jerusalem. My trip to Israel was one of the best experiences of my life. I went to Bethlehem and saw the Church of the Nativity, which is the oldest standing church in the Holy Land, and the place where Jesus was born. I sailed on the Sea of Galilee in a wooden boat, waded in the Dead Sea and watched over seventy people be baptized in the River Jordan. I visited the city of Nazareth and saw the ruins of the house where Peter lived in Capernaum. I saw the Garden of Gethsemane, the Western Wall and the Garden Tomb. I climbed the steps on the south side of the Temple Mount where Jesus preached and walked the Via Dolorosa along the Stations of the Cross. It was an amazing experience and I never dreamed I would be able to see so many places described in the Bible. The trip strengthened my faith and is something that I will never forget.
Christy Bechtel
Director of Communications
I have an amazing husband who has a bad case of OCD (Obsessive Christmas Disorder). He has a love for Christmas and all that goes with it so deeply that some of his coworkers even call him Santa. I, on the other hand, have not always embraced the season so lovingly but I’m starting to come around. We love doing anything that involves lights and decorations like going to Arlington’s Enchant Christmas in this picture. In the last few years we have decided to forgo gift giving to each other and adopt angel tree kids instead. It has been a fun and humbling process getting to do that for children and families that otherwise might not have a Christmas. After that, we spend a little time travelling with our kids and spending some much needed time together as a family which is always a nice way to round out the year.
Jamin Phillips
Investment Accountant
I enjoy spending time with my family. My wife Laura and I have been married since 2012. My hobbies include watching sports and collecting sports memorabilia, I have t-shirts from around 90 universities and colleges. If I am not watching a sporting event, I am usually hanging out with family and friends or volunteering in the community.
Trevor Rupe
Portfolio Manager
When I am not at work and focused on investing and structuring portfolios to meet your specific needs, you will most likely find me outside. My wife and I both enjoy being active and travelling. Some of the activities I look forward to outside the office include mountain/road biking, kayaking, Crossfit and spending time with friends and family. I also enjoy being involved in the community by serving on local non-profit boards and supporting their causes. I am blessed to work at a company who truly values their employees and chooses respect, integrity, and relationships with our clients over profits.