Who We Are

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 logical and rational investment management through diligent research conducted in-house. By limiting the number of client relationships we accept, we further seek to provide the highest level of client service possible.

Each portfolio we manage is individually structured based on the client’s specific situation and needs. We utilize individual securities rather than funds, which gives us greater control over our portfolios’ quality and timing related to tax realization.

Our portfolio managers each average over twenty five years investment experience in the investment management industry. Our administrative team has equal experience working with the most complex accounts.