About

Parks Capital is a boutique investment advisory firm in the Bushnell's Basin area of Pittsford NY. We are registered with the Securities and Exchange Commission (S.E.C.) and manage assets for individuals, small businesses, and trusts.

The firm is built upon a single mission of helping our clients achieve their long-term financial goals and overall financial success. The advisors of the firm work closely with clients to help craft their financial goals and build optimum strategies to achieve the goals over time.

Our Focus on Investor Education
At Parks Capital, we believe that an educated investor is a successful investor. While we genuinely appreciate the trust our clients put in us to manage their assets, we also value the fact that this is their money. If clients understand what is going on in the financial world and why we are doing the things we are doing with their portfolios; they are better suited to stay on the path to successfully achieving their goals. We see it as our job to not only manage their portfolio but also to educate our clients about all things financial allowing them complete transparency and understanding regarding their portfolio.

How do we help with financial education?
We are committed to providing clients with valuable education on relevant financial topics to help them reach their financial goals.

We do this by:
• Creating useful and interesting content on our YouTube channel
• Sharing relevant news and educational articles
• Having one on one conversations during our quarterly reviews
• Sharing relevant updates via our website, social media platforms, and our client experience portal

Our Focus on Communication
The Parks Capital team maintains a strong emphasis on communicating with our clients in individual meetings, by phone, email, newsletters, and social media.
Establishing a relationship and building the financial plan is only the beginning of our journey together. Parks Capital was designed as a boutique firm for a reason. We are here to serve each of our clients individually and for each of their life milestones. The Parks Capital team prides itself on our relationships with our clients. We are just a phone call away when they need us.

Our Investment in Financial Technology
In today’s world, technology plays a key role in your success in every aspect of your life. The same rule applies to your finances. At Parks Capital, we take pride in providing our clients with the best financial management tools to aid in their success.

We constantly look to leverage the best technology solutions to keep us on the leading edge of innovation and provide our clients with a competitive advantage