Family Office Rotation
Among a multitude of financial services provided, Parkside offers world-class wealth management. Led by Matt Wagner, President of Trust & Family Office, they manage $1.3 billion in assets. Combined with in-house tax professionals, they construct practical portfolios while maintaining tax-efficiency. With the use of advanced analysis techniques and top-notch client relations, they offer unmatched value to their clients.
Advanced Analysis
Parkside uses state of the art financial modeling software to ensure that risk levels are consistent with client preference. The models used, such as the Monte Carlo Simulation, allow them to test thousands of scenarios to ensure that their recommendations consider all possibilities. This process grants them the ability to manage and adjust portfolios in ever-changing economic environments. Clients can be confident that their team at Parkside is handling their assets with the utmost care.
Navigating Rough Waters
The COVID-19 pandemic has cast a cloud of uncertainty in the markets, while social distancing protocols have limited in-person communication. Amid these challenges, Parkside’s commitment to their clients does not waiver. The advisors work diligently to calm the nerves of concerned clients and remove the emotions from decision making, ensuring rational choices. They continue to strive to achieve client objectives while reemphasizing their promise to quality.
Your Role
As an intern, you get to play a small part in this well-oiled machine. We were given projects to analyze mutual funds, 529 portfolios, and create 401(k) reports. Along with these individual projects, we stayed involved in many of the day-to-day operations. Alongside an analyst, you review client objectives, assist with portfolio re-balancing, and classify securities. You will participate in meaningful work that allows you to apply your existing knowledge while continuing to learn from professionals.
Top-Tier Team
The team is has a multitude of Chartered Financial Analysts (CFAs) and Certified Financial Planners (CFPs) who are happy to answer any questions or help in any way. The level of trust instilled in the interns makes it an enjoyable and rewarding experience.
