Advisory Services
Start with the outcome you want. We help you understand what you could gain or lose, make tradeoffs clear, and keep you in control of your decisions.
Portfolio Management
We design and manage customized portfolios aligned with each client's long-term goals. Using internally developed analytical tools, we balance growth, income, and protection while maintaining a disciplined, transparent investment process.
- Customized asset allocation
- Ongoing risk monitoring
- Diversification across asset classes
- Transparent reporting
Defined Outcome Strategies
Our defined outcome strategies are designed to provide investors with known parameters around potential gains and losses over a set time period. These strategies allow clients to participate in market upside while managing downside risk with greater certainty.
- Complements traditional stock and bond portfolios
- Known outcome ranges upfront
- Reduces portfolio volatility
- Ideal for risk-conscious investors
One-Time Investment Advice
Fixed-fee, short sessions with a Parity Investment Management, LLC advisor. No ongoing commitment required. Choose the format that fits your question.
Self-directed software by Parity Outcomes
One-time advisory services are provided by Parity Investment Management, LLC and made available through the affiliated Parity Outcomes technology platform.
Visit Parity OutcomesLive Advisor Chat
A real-time, text-based conversation with a Parity Investment Management, LLC advisor about a specific investment question or concern.
Phone or Video Review
A scheduled phone or video session to review a focused investment question or portfolio consideration in more depth.
Parity Investment Management, LLC and Parity Outcomes, Inc. are separate legal entities under common ownership. Parity Investment Management provides personalized investment advisory services. Parity Outcomes provides self-directed software and does not provide personalized investment advice. A client is not required to purchase a paid Parity Outcomes subscription to retain Parity Investment Management.
Before Payment
Before paying any fee, clients complete a short onboarding process that includes eligibility confirmation, investment-profile questions, required disclosures, and an advisory agreement. Payment is only requested after these steps are complete.
How Parity Investment Management, LLC Works With Clients
Parity Investment Management, LLC does not take custody of client assets, does not receive brokerage account credentials, and does not execute trades on behalf of clients. Clients place their own trades with their chosen broker or custodian.
How Fees Are Billed
Stripe is used only to process the fixed one-time fees for these sessions. Ongoing asset-management fees, where applicable, are billed through the client's qualified custodian, not through this website.
Important Documents & Information
Defined Outcome Investing
A goal-driven approach to investing, structuring portfolios around what matters most to you, not just market benchmarks.
What is Defined Outcome Investing?
Defined outcome investing structures portfolios around specific financial objectives rather than simply tracking market indices. These strategies use options, collar structures, and tactical allocation techniques to target particular outcomes, such as generating income, limiting downside risk, or achieving growth with defined parameters.
Rather than wondering how your portfolio will perform relative to the S&P 500, you can focus on whether it's designed to meet your actual needs: funding retirement, preserving wealth, or growing assets within an acceptable risk range.
Income Generation
Predictable income streams for retirement or financial needs while managing volatility.
Growth with Downside Protection
Capital appreciation strategies with risk management to limit losses during downturns.
Capital Preservation
Conservative approaches protecting wealth with modest returns, ideal for stability-focused clients.
Our Approach
Our defined outcome strategies are structured to provide investors with known upside and downside ranges across different market environments. This approach helps reduce uncertainty in a portfolio while still allowing participation in market growth, so clients can invest with greater clarity around what to expect.
Model it with our Portfolio Risk ToolSophisticated Strategies for Modern Investors
Parity Investment Management, LLC is a Tennessee-registered investment advisor serving individuals and institutions nationwide. We offer access to sophisticated investment strategies, including custom portfolio management and defined outcome solutions, that were historically available only to large institutional investors.
Our mission is to expand access to institutional-quality strategies for a broader range of investors. Whether you're an individual investor, family office, or small institution, we offer a transparent, disciplined approach to building and protecting wealth.
Ready to Get Started?
Contact us to learn more about how our services can help you reach your financial goals.
Schedule a Meeting