Parametric Portfolio

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Email: Email Business
Neighborhoods: Downtown Seattle, Belltown
AKA: Parametric Portfolio Assoc
Other Link: http://parametricportfolio.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Investment Advisory Service

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Phone: (206) 694-5575

Address: 1918 8th Ave, Seattle, WA 98101

Charitable Giving
To engage employees in community service, form partnerships with charities that align with our values, educate about adversity in our community, and communicate our charitable giving opportunities internally and externally.
Tax Services
Securities displaying certain characteristics, or factors, tend to exhibit higher return potential over time. Your clients can customize a factor-based portfolio to express unique investment views. You can apply these strategies to customized portfolios, which allow for additional customization options such as responsible investing and active tax management.
Capital Gains Taxes
Unlike an ETF, direct indexing systematically harvests losses at the security level, so your clients can offset gains elsewhere in their holdings.

Investment Management
Custom indexing solutions are powerful portfolio management tools, but they can be costly and time-consuming to implement. With Parametric Custom Core
Mutual Funds
Something a mutual fund or ETF can’t do —and potentially reduce their tax bill. How valuable is this benefit? And are the savings worth the effort?
Wealth Management
Brian is responsible for implementing strategic objectives into daily operations across portfolio management and trading. He brings 25 years of experience across a range of institutions, including pension funds, insurance companies, and wealth management. He held a variety of positions for these companies overseeing portfolio management, investment operations, and strategic transactions. Prior to joining Parametric in 2022, he was the senior investment officer at USAA, responsible for oversight, governance, and performance of institutional investment portfolios. A CFA charterholder, Brian is a member of the CFA Society of Seattle.

Financial Planning
Retirement Planning
Parametric’s Liability-Driven Investing (LDI) strategies are designed to help pension plans manage assets in concert with their liabilities. LDI is an exercise in investing assets to fund future liabilities while balancing the resulting risk exposures on a total plan basis.
Asset Management
We deliver expertise in implementing customizable portfolio solutions for the challenges, portfolio risks, and asset allocation needs institutions face today.

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