Company intelligence
Parti Pris Investment Partners
One Household. One Portfolio. One Investment Process.”
About Parti Pris Investment Partners
The future of portfolio management is the household. But most portfolios are still managed account by account. Clients experience their wealth across taxable accounts, IRAs, trusts, and joint portfolios — yet those accounts are often managed independently, creating fragmented portfolios, unnecessary taxes, and inefficient risk exposure. Unified Managed Household (UMH) treats the household — not the account — as the primary unit of investment management, coordinating asset allocation, asset location, tax management, and rebalancing across every account. Parti Pris Investment Partners provides technology for wealth management firms to implement the Unified Managed Household framework at scale.
Verified activity
Signals from Parti Pris Investment Partners
4 published signals
Presence & Recognition
Parti Pris Investment Partners is hosting a live demo of Advisor WealthDesign to show how multiple accounts can be managed as one coordinated household portfolio in just minutes
Reported by Joe Smith, CFA
Presence & Recognition
Parti Pris Investment Partners will be attending Future Proof Festival in Huntington Beach from September 14 to 17, featuring the next-gen platform Advisor WealthDesign.
Reported by Parti Pris Investment Partners
Presence & Recognition
Parti Pris Investment Partners is hosting an upcoming webinar titled Advisor WealthDesign™ to show how advisors manage multiple accounts as one coordinated household portfolio
Reported by Parti Pris Investment Partners
Presence & Recognition
Parti Pris Investment Partners is hosting a live demo on September 10th at 1:00 PM EST for the Advisor WealthDesign™ live demo.
Reported by Joe Smith, CFA