Welcome to the Elements Portfolio Series from Park Lake Advisors – your gateway to thoughtful, research-driven investment strategies. Every portfolio is tailored to your unique goals, risk tolerance and stage of life, harnessing the advantages of both active and passive approaches. Whether you’re building wealth or planning for life’s major milestones, our Elements Portfolios bring you clarity, discipline, and confidence for your financial journey.

Terra Portfolios
Minimum Portfolio Value: $5,000
Terra Portfolios are built exclusively with carefully selected mutual funds, emphasizing quality, diversification, and risk control. Guided by rigorous research standards, Terra delivers a solid foundation for your long-term financial goals. 
Constructed exclusively with mutual funds, reviewed via Zacks Advisor Research
Custom-built and diversified for every investor’s goals and risk tolerance
Focus on consistent performance, cost-efficiency, and strong risk management 
Designed for a wide range of financial objectives and life stages
Meticulous fund selection and ongoing monitoring through industry-leading tools
Aqua Portfolios
Minimum Portfolio Value: $25,000
Aqua Portfolios are built with a disciplined, index fund-only foundation and guided by Zacks Research’s proprietary allocation models. Each portfolio focuses on smart, data-driven diversification and risk management, offering adaptability in all market environments for clients who value precision and efficiency.
Allocates exclusively to low-cost, tax-efficient index funds
Asset allocation driven by Zacks Research’s proprietary models
Strategic, data-based rebalancing as market conditions evolve
Comprehensive risk management and transparent methodology
Suited for investors seeking a modern, research-centric approach
Aether Portfolios
Minimum Portfolio Value: $150,000
Aether Portfolios employ a disciplined strategy using index funds and ETFs for efficient, low-cost, and broadly diversified market access. Guided by Zacks Research’s asset allocation expertise, these portfolios also offer the flexibility to include buffer ETFs for investors seeking downside protection.
Built with a blend of index funds and ETFs for efficiency and diversification
Asset allocation guided by Zacks Research and reviewed for efficiency
Option to include buffer ETFs for additional risk management
Designed for passive investors seeking cost-effective market exposure
Rebalanced regularly to maintain diversification and manage risk
Nova Portfolios
Minimum Portfolio Value: $2,000,000
Nova Portfolios are built in partnership with leading third-party asset managers, providing clients with access to sophisticated investment solutions and seasoned institutional expertise. Each portfolio is crafted to deliver advanced strategies for complex financial goals, with ongoing collaboration to ensure alignment with your objectives.ember/month
Professionally managed by leading third-party asset managers
Tailored to address the needs of complex, multi-faceted portfolios
Personal oversight coordinated between your advisor and institutional investment teams
Advanced investment solutions and institutional risk management
Portfolio strategies designed to support regulatory compliance for corporate insiders

Want to learn more about our ongoing portfolio management, review process and personalized support? Explore our full Investment Management approach here.