Institutions

Parthenon LLC serves as investment manager for a variety of institutional clients including foundations, ERISA plans, family foundations and other corporate relationships. We design customized portfolios for our institutional clients based on their specific needs and objectives. We build our our portfolios with internally researched stocks of multiple capitalization classes and with carefully chosen high quality bonds.

Institutional portfolios are managed with the ultimate goal of the portfolio foremost in our minds. Each institutional client will have unique objectives based on the beneficiaries of the portfolio and the time-frame that is specific to that portfolio. We vigilantly monitor our portfolios and adjust asset allocation and individual securities as is appropriate and proper.

Through our in-house software systems, we are able to produce individualized reports that are desirable to institutional clients. Client meetings take place on schedules that are intended to keep our institutional clients up to date on our activities and holdings and our market and economic outlooks.