Parametric Portfolio Associates

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General Info

Parametric Portfolio Associates is an investment firm specializing in managing broadly diversified equity portfolios. Its long-term investment approach allows each investor to increase overall after-tax performance while controlling risk and customizing investment objectives. Parametric serves investors primarily through two types of investment products: tax managed core, which delivers a pre-tax return, outperforms after taxes and customizes portfolios and integrated separate account management, which combines the inputs of multiple managers and customizes each account s risk, tax and implementation within a single account. The company s clients include high-net-worth individuals, families, mutual funds, a variety of investing institutions and their advisors. Established in 1982, Parametric Portfolio Associates has headquarters in Seattle.

Email

Email Business

BBB Rating

A+

BBB Rating and Accreditation information may be delayed up to a week.

Extra Phones

Phone: (206) 505-7877

Fax: (206) 694-5581

Location

Russell Investments Ctr

Neighborhoods

Seattle Central Business District, Downtown Seattle

AKA

Parametric Portfolio Associates LLC

Other Links

https://www.parametricportfolio.com

http://parametricportfolio.com

Categories

Investment Advisory Service, Financing Consultants, Investment Management

Reviews

Details

Phone: (206) 694-5575

Address: 800 5th Ave Ste 2800, Seattle, WA 98104

Website: https://www.parametricportfolio.com