Parkview Partners Capital Management is an independent, privately-owned investment practice providing active management and other advisory services to clients throughout the United States. The practice is staffed by professionals with more than a century of collective financial advisory experience and supported by relationships with global investment research firms.
Our practice is also affiliated with Stratos Wealth Partners. This alliance provides additional depth of human, technological, and compliance expertise that allows Parkview Partners to provide clients with a high level of professional service. Parkview's mission is to unite a tax-efficient, consistent, objective, disciplined and repeatable wealth management process with a high level of personal service and communication.
Our practice is also affiliated with Stratos Wealth Partners. This alliance provides additional depth of human, technological, and compliance expertise that allows Parkview Partners to provide clients with a high level of professional service. Parkview's mission is to unite a tax-efficient, consistent, objective, disciplined and repeatable wealth management process with a high level of personal service and communication.
Services
Chandon is a Managing Partner and Senior Portfolio Manager at Parkview Partners Capital Management in Columbus, Ohio, which is a branch of Stratos Wealth Partners (Stratos Columbus).
He has 25 years of experience in the institutional and private wealth management business having previously worked for the Bank of New York Mellon for 15 years serving as a Managing Director and Senior Portfolio Manager where he was responsible for the management of high net and ultra-high net worth clients throughout the country.
He has 25 years of experience in the institutional and private wealth management business having previously worked for the Bank of New York Mellon for 15 years serving as a Managing Director and Senior Portfolio Manager where he was responsible for the management of high net and ultra-high net worth clients throughout the country.
By incorporating information from our clients' other advisors (e.g., accountants/attorneys, etc.), we work to achieve a seamless, successful long-term plan that strives to grow and protect capital, minimize taxes, and pass assets to future generations, charities, or for other purposes in the most cost-effective manner.
At Parkview Partners Capital Management, the guiding philosophy is to know and understand our clients and their objectives to the highest degree possible. And then, to invest client assets in fundamentally sound, long-term financial investments that can protect purchasing power, increase income and provide attractive real returns.
There are many reasons people invest, but the above are the most common. At Parkview Partners Capital Management, our tax-sensitive, balanced approach favors equity investments because stocks have historically provided superior returns. However, taxable or non-taxable fixed-income is often an important element of client portfolios, particularly when higher levels of cash flow are required.
The needs of high and ultra-high net worth families are often multi-faceted and complex. With thoughtful attention to detail and a commitment to delivering superior service, Parkview Partners offers intelligent investment solutions that create value by simplifying clients' financial lives and providing them the freedom and flexibility to pursue other life interests.
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