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Glossary

Have you heard the news? We are making an extensive update to our Ontario office. The office is open regular hours during construction.
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Investment Management

Build for the tomorrow you want.

There are few things as important as your life savings. It represents years of sacrifice, planning, and hard work. Your personal portfolio tells a story of your past, but your investment strategy tells the story of your future: your goals, dreams, wants, and needs.

For nearly a century, the Park National Family of Community Banks has been helping individuals and families create strategies to achieve their financial goals and dreams. That means growing what you have today, so you’ll have what you need tomorrow.

We’re experts at helping people navigate the many intricate and often confusing issues associated with investing in today’s ever-changing economic environment. We aim to make things simple, convenient, and understandable for everyone.

Our Approach

We take a deliberate, long-term approach to investing. It’s not about trying to time the market or take unnecessary risk. Our goal is simply to help you achieve yours, and that means maximizing opportunities and minimizing risks through diversification and careful portfolio construction. Some clients like to be involved in the process, while others just want to know the numbers are headed in the right direction. Either way, when we’re managing your money, your goals are top of mind.

As a fiduciary, we are required to act in your best interest based on a framework we’ve established together. Our investment approach is focused on providing you with a partnership that you can count on. While you’re out living your life, we’re carefully watching your investments and making disciplined decisions. So go play with the grandkids. Take a cooking class. Go on that cruise you know you deserve. We’ll take it from here.

Your Vision

Your story matters to us – where you’ve been, where you want to go, how you want to live, and what you need to take care of the people you love. We want to know what’s important to you. Your story is unique, and the better we understand it, the easier it is for us to establish a solid investment strategy to effectively meet your goals.

Our experienced professionals are focused on creating solutions that incorporate your values. When do you want to retire and where do you want to live? What is your personal investing philosophy, and how comfortable are you with risk? Understanding the answers to questions like these will help us build an investment strategy that’s comprehensive, effective, and unique to you.

Our actions are guided by understanding you and your specific goals. We don’t rush you in and out of our office or hurry you off the phone. We get to know each of our clients so well that we often recognize them by voice, not just by name. It takes time to build a solid foundation, but we think it’s worth every minute.

Our Expertise

Managing your investments and monitoring the ever-changing options available to you can be demanding. That’s where we come in. As a dedicated partner, we work every day to simplify the process of managing and protecting your wealth. We’re experts at investment management, so you don’t have to be.

We suggest products and strategies because they’re right for you, not because they benefit us. We don’t just use mutual funds. When we’re building your portfolio, we also buy stocks and bonds, which help us better minimize your risk. This style of investing allows us to tailor your holdings to meet your individual investment goals.

We’re committed to keeping you up-to-speed and feeling confident about your finances. We take a consultative approach to investing, so it never costs anything to ask our unbiased opinion. There’s never a fee to talk about ideas, discuss options, or just review your current financial situation.

Individual Retirement Accounts – IRAs

Support your retirement goals with an IRA. We offer various options and will help you select an IRA that suits your needs. You can benefit from potential tax advantages, save money for retirement, and grow your funds.

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Brokerage Services

Take advantage of our relationship with Raymond James Financial Services, Inc. and the complete spectrum of brokerage and financial advisory services we can offer.

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Investment Management Resource Center

There are a lot of components related to investing. We want to help you feel the peace-of-mind that comes from being informed. Access articles, guides, and other helpful resources to give you a better understanding of money management and investment.

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