Parthenon LLC is an independent, employee-owned investment advisory firm providing investment management services for high net worth families, trusts, individuals and institutions. Founded in 1999 by four seasoned investment professionals and an equally experienced administrative team, Parthenon was formed with the goal of providing...Read More
We are fundamental investors who seek to identify well-managed, high return, growing businesses whose stocks are priced significantly below our estimated intrinsic values. We are value buyers of pieces of businesses. We conduct intensive company-specific research. Our stock selection does not rely on technical...Read More
Our tax-free fixed income approach is based on client objectives, maximizing returns and addressing liquidity and income needs. Portfolios managed versus policy specified performance indices. Portfolio mix of US treasury, government agency, corporate and mortgage and asset-backed securities. Sectors are emphasized based on relative...Read More
provide philosophically sound, reasoned investment guidance coupled with exceptional personal service.
Meet our team of experienced investment professionals, each one dedicated to delivering the financial guidance you need, along with the high level of personal service you deserve.
We have excellent relationships with many accounting and estate planning professionals, and we will work closely with yours (or provide a referral to an appropriate professional) for your future.