Park Piedmont Advisors’ process begins with a series of conversations that allow us to get to know our clients and their financial situations, including their short- and long-term needs and goals. This initial stage of information gathering is the foundation of our advisory work.
We then custom-design an investment allocation that gives our clients the best chance of accomplishing their goals without exposing them to more risk than is necessary. We recommend low-cost index funds and exchange-traded funds (“ETFs”), looking for tax efficiencies wherever possible.
Going forward, we monitor each client’s asset allocation to make sure it continues to address the client’s needs and goals. Throughout the process, we remain easily accessible and attentive to our clients’ core values and priorities.