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INVESTMENT PERFORMANCE COMPLIANCE

As a fiduciary, adhering to the highest standards of reporting is critical and expected.

The CFA Institute Global Investment Performance Standards (GIPS) are globally accepted standards, considered industry best practices, for investment managers reporting and presentation.

 

The purpose of the standards is to ensure full and fair disclosures and representation and to enable investors to directly compare one firm’s track record with another firm’s record. The standards improve transparency by eliminating survivorship biases, misrepresentations, and historical data omissions.

 

These standards incentivize firms to invest significant time and resources into internal risk-control mechanisms and setting performance benchmarks – the hallmarks of reliable long-term success. To claim compliance, an investment firm must demonstrate adherence to compliance rules governing input data, calculation methodology, composite construction, disclosures and presentation and reporting. 

 

Parkview Partners Capital Management meets each of these standards and is GIPS compliant.

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255 Village Parkway NE

Ste. 130

Marietta, GA 30067

 

Phone: 770-552-1500

Fax: 770-818-5690

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FORM CRS

 

LPL Financial Form CRS

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FINRA / SIPC

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Investment advice offered through Stratos Wealth Partners Ltd, a registered investment advisory. Stratos Wealth Partners and Patti Wealth Management are separate entities. 

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Patti Wealth Management's website and its associated links offer news, commentary, and generalized research, and should not be construed as personalized investment advice.


Past performance is not necessarily indicative of future results and there is no assurance that the investment objective will be achieved or that the strategies employed will be successful. All investments involve risk and unless otherwise stated, are not guaranteed.
 

The contents of the Site may contain forward-looking statements that are based on Patti Wealth Management’s beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy. Statements and views are subject to change without notice. These statements are not guarantees of future performance and involve certain risks, uncertainties and assumptions that are difficult to predict with regard to timing, extent, likelihood and degree of occurrence. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.

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