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Services and Background

Welcome to Parish & Company, a nationally recognized Registered Investment Management firm based in Portland, Oregon. Choosing an investment advisor is a very important decision and here are a few defining characteristics regarding Parish & Company.

1)  Parish & Company is recognized as a leader in understanding complex financial transactions, including mergers and other issues.  Work in this area has generated hundreds of news stories and television and radio interviews, a small sample of which are noted in the archive.  Too much of the investment industry is sales driven today.  With Parish & Company you get an advisor with a genuine portfolio management, rather than sales, orientation.

2)  Choosing Parish & Company will also provide a more personalized service and level of support.  Parish & Company focuses upon investment selection and client relations.  This provides more long term continuity and stability, especially in this age of mergers.  My clients include exceptionally large portfolios in addition to smaller portfolios, although smaller portfolios are only accepted based upon a strong personal connection or relationship with an existing client.  Fees charged are .75 percent per year with an annual minimum.

3) Parish & Company has been in business since 1994 and provided excellent results in both strong and weak investment markets.  Due to concern over key corporate governance and accounting issues, clients stock exposure was greatly reduced in late 1999 and in fact no equities were recommended again until August of 2003.  Avoiding the large losses most investors incurred has made a significant difference in clients total assets.  Of course there are no guarantees with respect to future returns, yet it is exactly this type of long-term oriented thinking that investors should expect.

4)   A written guarantee is provided that no fees are accepted, either directly or indirectly, from any investment company on any client. Removing such conflicts of interest is a key ingredient to successful long-term oriented investment.  You need not worry about being sold products such as annuities, load mutual funds, bonds underwritten by certain affiliated companies, etc.

For additional more detailed information, please select the following areas:

    a. Services

   b. Background

Bill Parish
Parish & Company
4800 Meadows Road  Suite 300
Lake Oswego,  Oregon  97035
Tel:  503-643-6999 

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