Park Piedmont Advisors

ABOUT US: OVERVIEW

Park Piedmont Advisors LLC ("PPA") is a fee-only Registered Investment Advisor that provides investment and financial advice primarily to individual clients. As advisors, PPA's main objective is to develop an overall investment program that has a reasonable likelihood of meeting the specific goals of each of our clients. In carrying out this objective, PPA recommends the allocation of our client's liquid investment assets within an appropriately diversified portfolio. PPA implements these recommendations with a broad mix of stock and bond index mutual funds and exchange-traded index securities. PPA's approach emphasizes long-term investing, with a focus on each client's time horizon and a high degree of sensitivity to each client's risk tolerance. PPA's principals communicate frequently and directly with our clients to ensure a high level of comfort with their investment and financial plans.

Depending on the client's personal needs, PPA also works with clients' legal and tax professionals in areas such as retirement, tax, and estate planning; real estate finance; and saving for higher education. PPA has developed relationships with other professionals in these fields for referrals to additional services as needed.

PPA currently manages $300 million for 200 clients. Clients are located on the east coast in the New York City metropolitan area and in Florida, and on the west coast in California.

PPA has a clearing and custody relationship with the Schwab Institutional ("SI") division of Charles Schwab & Co., Inc. PPA uses SI accounts to hold client's securities and cash. SI provides confirmations on all transactions and regular statements on all accounts.

PPA's Securities and Exchange Commission (SEC) disclosure documents are available as downloads here. Download the Part 2A. Download the Part 2B for Victor Levinson, Part 2B for Nicholas Levinson, Part 2B for Richard Backer, Part 2B for George J. Gotthold, Jr., and Part 2B for Stuart D. Greenberg.