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History
Parkwood was incorporated in the 1970s to oversee the investments of three successful Cleveland-based business partners. Leadership for the investment process initially came from the partners themselves and several key advisors. Over the years, Parkwood has developed a professional, effective means of selecting, qualifying, and working with experienced asset managers in a variety of investment fields. Our results have continuously exceeded relevant benchmarks.
The full array of services offered by Parkwood goes beyond investment advice, to include multi-generational tax and estate planning, as well as other professional services. Parkwood’s clients include a mix of partnerships, trusts, charitable organizations, and individuals. This complex client base requires a diversified and sophisticated set of services, well beyond the level of work typically seen at many trust companies.