The Elements Portfolio Series

Welcome to Park Lake Advisors’ investment management solutions, where we offer a range of personalized, research-driven portfolios designed to meet your unique financial goals and risk tolerance. Our “Elements Portfolio Series” blend the principles of strategic planning, active management, and passive indexing to help you navigate your financial journey with confidence.

Terra Portfolios(all portfolios)
Tailored to suit your unique financial situation and goals, the Terra Portfolios offer a customized investment strategy designed to provide foundational growth. Whether you are planning for retirement, education funding or other financial objectives, these portfolios ensure your investments are aligned with your specific needs.

Primary Features:
– Custom designed to meet individual financial goals
– Focused on personalized risk management
– Utilizes a tailored investment approach
Aqua Portfolios(Portfolios $25k+)
The Aqua Portfolios are constructed using Zacks Research’s proprietary methodologies, emphasizing precise analysis and strategic allocation. This portfolio is ideal for investors seeking a sophisticated, data-driven approach that prioritizes comprehensive risk management and market adaptability.

Primary Features:
– Utilizes Zacks’ proprietary asset allocation models
– Continuously optimized based on market conditions
– Focused on detailed analysis and strategic investment
Aether Portfolios(Portfolios $150k+)
Designed for those who prefer a passive investment strategy, the Aether Portfolios employ index funds and ETFs to provide broad market exposure. These portfolios offer a cost-effective approach to achieving a balanced and diversified investment portfolio.

Primary Features:
– Utilizes index funds and ETFs
– Designed for passive investment strategies
– Cost-effective and diversified
Nova Portfolios(Portfolios $2M+)
The Nova Portfolios employ the specialized expertise of reputable third-party asset managers to tailor investments according to your complex financial goals. These portfolios are designed for clients requiring sophisticated strategies and personalized oversight.

Primary Features:
– Managed by reputable third-party asset managers
– Tailored strategies to address complex financial needs
– Personalized oversight and strategic planning

 

Our Fiduciary Committment

At Park Lake Advisors, acting as a fiduciary means putting your best interests first—always. We’re dedicated to providing transparent, ethical financial guidance by following a structured fiduciary process designed to help you achieve your financial goals with confidence.

What is the Fiduciary Process?

Our fiduciary process is a continuous, four-step approach that ensures your financial plan is personalized, objective, and aligned with your unique needs:

  1. Organize
    We begin by gathering and organizing your financial information, assets, and priorities. This foundation allows us to fully understand your current situation and needs.
  2. Formalize
    Next, we develop and formalize a customized financial strategy. This step includes setting clear goals, documenting your investment policy, and establishing the roadmap for your financial journey.
  3. Implement
    Once your plan is set, we take action to implement the recommended strategies. This might include setting up new accounts, adjusting your investment portfolio, or coordinating with other professionals on your behalf.
  4. Monitor
    Our commitment doesn’t stop at implementation. We continually monitor your plan and portfolio, proactively making adjustments as your life, goals, or market conditions change.

Why Does Fiduciary Duty Matter?

As fiduciaries, we are legally and ethically bound to act in your best interest, with complete transparency:

  • Client-First Approach: We exclusively serve you—not outside companies or commissions.
  • Clear Communication: We will always disclose any potential conflicts of interest.
  • Fee Transparency: We are compensated directly by you, so our advice is objective and unbiased.

At Park Lake Advisors, fiduciary responsibility isn’t just a requirement—it’s the core of our service.

We’re committed to building lasting, trusted relationships, always prioritizing your financial well-being