Parthenon LLC Celebrates 20 Years of Client Successes
While other investment advisory firms have come and gone, Parthenon LLC is celebrating its 20th anniversary—and is still going strong.
A Remarkable Comeback Story
The quiet Mediterranean island of Elba is located roughly 6 miles off the coast of Italy. Visitors to the 86 square mile island enjoy pristine waters, excellent diving, and fresh fish for dinner.
2018 Annual Letter
As the calendar turned to the fourth quarter our thoughts, as customary, turned to potential topics and themes for this letter. One topic at the forefront was the length of the bull market and the economic expansion.
Todd Lowe selected to receive 2018 Kentucky Nonprofit Awards
Kentucky Nonprofit Network will recognize Todd P. Lowe of Louisville at the 16th annual Kentucky Nonprofit Leadership Forum Oct. 18 in Lexington.
Parthenon’s Matthew Carper included in Wealth Management Table of Experts
In a 60-minute discussion, representatives from five firms involved in the wealth management industry talked about the challenges and opportunities facing today’s investors.
Parthenon LLC Again Named Top Registered Investment Adviser
The Financial Times 300 Top RIAs list highlights elite, independent adviser firms with at least $300 million in assets under management.
2017 Annual Letter
To Our Clients and Friends of Parthenon LLC The stock market marched onward and upward in 2017. The S&P 500 total return, with dividends, was 21.8%. It was a relentlessly positive year for stocks – this was the first year that the S&P 500 had a positive return in every month. Volatility has apparently left…
2016 Annual Letter
To Our Clients and Friends of Parthenon LLC Well, 2016 is in the books and it was, at the least, interesting. We will discuss primarily matters financial but some politics will, by needs, be addressed. The year began with the worst first five days in market history, as the major indexes fell over 5%. After…
2015 Annual Letter
To Our Clients and Friends of Parthenon LLC After the most volatile year in the stock market since 2011, the S&P 500 managed to finish with a total return, with dividends, of 1.38%. Even with the paltry results of 2015, since the beginning of 2009 the S&P 500 has returned 162.8% or 14.8% annualized. That…
2014 Annual Letter
To Our Clients and Friends of Parthenon LLC The market continued to march higher in 2014 with a third consecutive double-digit return for the S&P 500 – the first such streak since the 1990s. The index (with dividends) was up 13.65%. The stock market recovery from the depths of the financial crisis of 2008 has…