Investment Management
Choose how you want to work with Parity
Get help with one decision, have Parity manage a specific defined outcome, or work with a personal adviser across your broader portfolio.
All investment advice and investment-management services shown on this page are provided by Parity Investment Management, LLC, a Tennessee-registered investment adviser.
1 · One-time advice
Talk through one decision
Discuss a protection outcome, concentrated position, tradeoff, or portfolio question with a Parity adviser.
Live adviser chat
$25
20-minute live chat
Ask questions and review an investment decision through a private, documented conversation.
Phone or video review
$50
20-minute phone or video conversation
Talk through your question by phone or face-to-face with a Parity adviser.
No ongoing advisory relationship required.
Advisory services provided by Parity Investment Management, LLC.
2 · Digital Advisor
COMING SOONDigital Advisor
Brokerage powered by Tradier
Choose a defined outcome online, and Parity Investment Management handles its implementation and ongoing monitoring in your own brokerage account.
- Choose a defined outcome through Parity
- Keep assets in your own custody account
- Have the selected outcome implemented
- Monitor the position through expiration
- Receive guidance as expiration approaches
- Use a primarily digital experience without recurring meetings
Scope: Digital Advisor manages the specific defined outcomes you select. It does not provide comprehensive management of your entire financial life.
Pricing: A percentage of assets managed, with lower rates at higher asset levels.
Investment advice and management provided by Parity Investment Management, LLC. Brokerage services and custody supported through Tradier.
3 · Personal Advisor
Personal Advisor
Work with an adviser who understands your broader portfolio, goals, taxes and ongoing decisions—not just one position.
- Personalized portfolio construction
- Ongoing asset-allocation decisions
- Investment selection and implementation
- Downside protection and risk management
- Portfolio monitoring and rebalancing
- Regular portfolio reviews with an adviser
Scope: Personal Advisor provides an ongoing advisory relationship across the broader portfolio.
Pricing: A percentage of assets managed, with lower rates at higher asset levels.
Portfolio management provided by Parity Investment Management, LLC.
Not sure which fits?
- ·One decision: Book a $25 chat or $50 phone/video review.
- ·One defined outcome: Join the Digital Advisor waitlist.
- ·Your broader portfolio: Request a Personal Advisor introduction.
All advisory services are provided by Parity Investment Management, LLC, a Tennessee-registered investment adviser. Registration does not imply endorsement or a particular level of skill. Services are subject to eligibility, state availability and the applicable advisory agreement. Parity Outcomes, Inc. provides the technology platform and does not provide investment advice. Brokerage services and custody are provided separately through the applicable brokerage provider.