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Investment Management

Investments are merely tools which help us accomplish our objectives.

In retirement, for most people, the goal is not running out of money. A careful assessment of investment risk is required.

Park Place Financial uses analytics to stress test the investment risk in a client’s portfolio and to determine if the investments selected will facilitate required cash flow during a client’s life.

Diversification is essential. There are three types of diversification, all of which are important.


Proper allocation to stocks, bonds, alternatives, cash


The style of investing


The tax attributes of the investment

As an independent firm, Park Place Financial creates customized investment portfolios for clients, using an array of investments, such as:

Exchange Traded Funds (ETFs)

Mutual Funds

Stocks and Bonds

Third-Party Money Managers

Check the background of this firm/advisor on FINRA’s BrokerCheck.