Parish Investments manages client wealth in a fundamentally different way than the average investor. Our obligation to make prudent investment decisions on behalf of our clients requires a disciplined investment process designed to achieve competitive long-term returns while controlling risk. We replace emotion with the fundamental logic needed to make careful, rational choices.
Our investment philosophy is based on diligent research, quality long-term investments, tax efficiency and client communication. Our disciplined investment strategy can be successfully executed through various market cycles.
Four economic environments and asset allocation strategies are recognized by Parish & Company. The current environment is defined as “balanced/conservative.”
| Environment | Stock and Stock Funds | Low Risk Fixed Income |
| 1) Growth | 75 percent | 25 percent |
| 2) Balanced | 50 percent | 50 percent |
| 3) Conservative | 25 percent | 75 percent |
| 4) Wealth Preservation | 0 percent | 100 percent |
The following summary is a matter of public record openly communicated to leading members of the financial community, business press and was the foundation for all client decisions.
| Summary of Forecasts and Recommendations | Overall Allocation |
| 1994 – 1999 | Growth |
| 2000 | Balanced |
| 2001 | Wealth Preservation |
| 2002 | Wealth Preservation |
| 2003 | Balanced as of August 1, 2003 |
| 2004 – 2007 | Balanced |
| 2008 – 2009 | Conservative / Wealth Preservation |
| 2010 – 2018 | Balanced / Growth |
| 2019 – 2020 | Balanced / Conservative |
Note that not all clients have the same goals, for example, some may desire a conservative portfolio during a period defined by Parish Investments as “growth.” In addition, past recommendations do not in any way guarantee the success of future recommendations.