Pariveda Investment Management

Pariveda Investment Management provides ongoing, discretionary and non-discretionary investment management through its Pariveda Wealth Manager program to individuals, high‑net‑worth clients, families, trusts, and certain institutional accounts. The firm operates as a fee‑only adviser and implements portfolio management across taxable, tax‑deferred, and employer‑sponsored retirement accounts.

The firm follows a fiduciary, risk‑profile driven process that assigns each client a passively‑managed benchmark and a model portfolio, using a mix of quantitative screening (covering a proprietary universe of over 40,000 funds and securities), fundamental stock analysis, and credit evaluation. Portfolios emphasize a combination of income generation and long‑term capital appreciation, and the firm may use margin, options at a client’s request, and leveraged or inverse ETFs—monitoring derivative‑related “decay” as part of its sell discipline.

Distinctive features include an affiliation with an online retirement planning resource that provides model portfolios and plan support for employer‑sponsored plans, an ownership connection between that service and the firm’s principals, and the firm’s practice of managing the personal accounts of one or more other advisers. The use of derivatives and leveraged ETFs within separately managed accounts, together with these business affiliations, is uncommon among similar supported firms.