Wealth Management that’s Personal

Phillip Hanks, CFP® works individually with clients to provide ongoing portfolio management services that identifies their investment objectives and tolerance for volatility.

Why Work With Phillip Hanks, CFP®?

  • USA Bias

    While some of what we invest in is invested in for clients may include Emerging and Developed Foreign markets, we tend to have a US bias towards our investment approach. 🇺🇸

  • Passive & Active

    We prefer a combination of Passive & Active Portfolio Management. We primarily do this through a combination of Exchange Traded Funds, mutual funds, and/or individual stocks.

  • Personalized Advice

    We work with you to figure out your investment objectives, time horizon, & risk tolerance.

  • Custom Models

    Phillip builds portfolio models based on his research and experience, ranging from conservative to aggressive, depending on clients’ Investment Policy Statement. Models may or may not be utilized, depending upon the client / portfolio.

  • Charles Schwab / Altruist

    Individual accounts are generally held at Charles Schwab or Altruist.

Contact

FAQ

  • We utilize Schwab and Altruist as custodians.

  • Yes.

    As a Registered Investment Advisor, Parabla is a fiduciary.

    This means transparency and an obligation to seek to serve you with your best interest at heart.

  • Yes, Phillip Hanks is a Certified Financial Planner.

  • Portfolio Management tiers are as little as 0.25% or as much as 1% of AUM (Assets Under Management) per year, depending on the amount of assets.

    Financial Planning depends on the scope of work and whether or not the client has Assets being managed by Parabla.

    For details, please view our ADV Part 2A on adviserinfo.sec.gov

  • An ETF (Exchange Traded Fund) is a portfolio of securities, much like a mutual fund. ETFs can be based on an existing index or a unique mixture of stocks/securities that can change frequently, depending upon the strategy.

  • The name, “Parabla”, is a mix of Parabola (ie. parabolic stock movements) and parable (simple illustrations / explanations).

If your question isn’t answered in the above FAQ, please contact us.