Investment Management
Built Around You
Your financial goals, time horizon, risk tolerance and tax considerations are unique. Your investment strategy should be too. We provide personalized investment management designed to help you pursue what matters most.
Our Investment Approach
Investment management should reflect your circumstances, goals and priorities. Our approach combines personalized guidance, research, diversification and ongoing oversight.
Designed for investors seeking professional portfolio management, ongoing oversight and an investment strategy aligned with their goals, circumstances and preferences.
Personalized
Your portfolio begins with your unique circumstances, financial goals, time horizon and comfort with investment risk.
Research-Driven
Investment decisions are supported by research, portfolio analysis and ongoing evaluation of the investments used within each strategy.
Diversified
Portfolios may combine different investments and asset classes to create a strategy appropriate to your objectives and circumstances.
Actively Monitored
We continue reviewing your portfolio, allocation and changing circumstances after your investment strategy is implemented.
Introducing the Elements Portfolio Series
Different investors require different investment tools. The Elements Portfolio Series provides several portfolio frameworks that allow us to build an investment strategy appropriate for the size, complexity and objectives of an account.
Terra
Actively managed mutual fund portfolios designed to provide diversified exposure across multiple asset classes and investment strategies.
Aqua
Strategic index-based portfolios designed to emphasize broad market exposure, diversification and cost-conscious implementation.
Aether
Flexible portfolios combining index funds and ETFs to expand implementation choices and support additional portfolio customization.
Nova
Access to additional portfolio structures and third-party investment managers for larger or more complex investment needs.
About portfolio minimums: The amounts shown are general minimums associated with each Elements portfolio framework and do not, by themselves, determine availability or appropriateness. Portfolio selection also depends on factors such as investment objectives, risk tolerance, time horizon, tax considerations, liquidity needs and other client circumstances.
The Right Portfolio Depends on More Than Account Size
The minimums shown for the Elements Portfolio Series help define where each portfolio framework may be available, but account size is only one consideration.
We look at your broader financial circumstances, investment objectives and preferences when determining an appropriate investment strategy.
Investment
Objectives
Risk
Tolerance
Time
Horizon
Tax
Considerations
Liquidity
Needs
Portfolio
Complexity
Ongoing Investment Management
Investing is an ongoing process. Our role does not end once your portfolio is implemented. We continue providing oversight and guidance to help keep your strategy aligned with your goals and circumstances.
Portfolio Review
We periodically review your portfolio, allocation and underlying investments as part of our ongoing investment management process.
Rebalancing & Adjustments
Portfolio allocations may be adjusted when appropriate based on your strategy, circumstances and investment objectives.
Tax Awareness
For taxable accounts, tax considerations can be incorporated into investment decisions when appropriate to your situation.
Ongoing Guidance
As your goals, time horizon or circumstances change, we can evaluate whether your investment strategy should change with them.
How We Determine What Fits
Choosing an investment approach involves more than matching an account balance to a portfolio. We consider your broader financial picture, objectives and preferences before determining an appropriate strategy.
Understand
We begin with a conversation about your goals, time horizon, financial situation and preferences.
Evaluate
We review your financial picture, investment objectives, risk tolerance and other relevant considerations.
Build
We construct a portfolio framework that aligns with your circumstances, objectives and investment needs.
Implement
We put the strategy in place with attention to allocation, investment selection and account considerations.
Monitor
We continue reviewing your portfolio and make adjustments as your needs, circumstances and investment strategy evolve.
Investment Management & Financial Planning
Investment management and financial planning often work together, but they serve different purposes. You can use our investment management services on their own or combine them with financial planning for a more comprehensive approach.
Park Lake Advisors provides investment management and financial planning for clients in Mid-Michigan and beyond. Clients in Lansing, Okemos and surrounding communities can meet with us in person or virtually, while clients outside the area can work with us virtually.
Investment Management
Focused on building, implementing and monitoring your investment portfolio based on your objectives, risk tolerance, time horizon and circumstances.
- Portfolio construction and implementation
- Asset allocation and diversification
- Ongoing portfolio monitoring
- Rebalancing and investment adjustments
Financial Planning
Looks beyond your investment portfolio to help organize and evaluate the broader pieces of your financial life.
- Retirement planning
- Cash flow and financial priorities
- Insurance and risk considerations
- Estate and tax planning considerations
Ready to Talk About Your Investments?
Whether you’re considering professional investment management, have questions about your current portfolio or simply want to learn more about our approach, we’re here to help.
Schedule a Meeting