Parker Investment Management, LLC

Parker Investment Management provides discretionary investment management to individuals (including high-net-worth clients), retirement plans, trusts, charitable organizations, and corporate clients, offering customizable Growth, Growth & Income, or Income strategies implemented mainly with no-load mutual funds and ETFs. The firm also can include individual equities in client portfolios and offers portfolio management across taxable and retirement accounts.

The firm follows a cost-conscious, tactical asset-allocation approach that varies weightings among asset classes over time and selects funds or ETFs it expects to outperform for the chosen time horizon. Research combines charting and relative-strength analysis, institutional flow and volatility indicators, and the firm may employ options strategies (including covered calls) for income generation or partial hedging when clients meet suitability and custodian approval requirements.

Notable differences from many peers include the availability of a performance-based fee option alongside traditional asset-based billing and a relatively large amount of assets under management managed by a small advisory team, which results in an unusually high AUM-per-advisor profile. The firm’s willingness to offer a covered-call program to eligible clients and its practice of tactical, sometimes concentrated allocations distinguish its implementation from more strictly index- or rules-based advisers.