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Flexibility where it matters
At Park Avenue Investment Advisory, we provide the infrastructure and support to help grow your business – whether you are focused on advisory, planning only, or incorporating commission business in your practice under a hybrid model. Through providing access to technology and solutions that help to best support your business, we allow you to focus on what really matters – your clients.
Enabled independence
We enable our advisors with the platform, technology, tools, and advisory products to best help their clients how they see fit. As a standalone Registered Investment Advisor subsidiary of The Guardian Life Insurance Company of America®, we offer you the support of a large mutual company coupled with the localized leadership of a strong General Agency infrastructure – all while maintaining the independence you need to focus on your core business and grow your business your way.
Flexible Technology
A full-service advisor technology and asset management platform that meets your needs. No matter your goals, we have the insight to understand your objectives, anticipate your needs, and customize your technology experience to help you see the results you desire.
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Planning
As an advisor with Park Avenue Investment Advisory, you have complimentary access to Advizr, a powerful planning tool. With financial planning powered by Advizr, you can connect your clients’ financial goals with investment performance data to create actionable plans that help make aspirations a reality. Additionally, you have the flexibility to source any of the widely known planning platforms from our curated list of approved venders.
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Reporting
Produce dynamic reports that can be customized to your needs with a drag-and-drop interface, custom data elements, and dozens of sub-reports.
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Client Portal
Deliver customized performance reports—in real-time—on the data that matters most to clients, where and how they want it.
Curated Solutions
We provide you the flexibility to grow your business your way. With access to a large suite of advisory solutions and products, you have the choice to offer what works for you and your clients.
- Build your own models
- Select from a suite of existing models
- Flexibility for discretionary or non-discretionary based on yours and your clients’ needs
Investment Support
Our Research Team provides timely curated commentaries, research, and due diligence, along with customized Chief Investment Officer (CIO) support.
Practice Management
Our Practice Management team is here to support you and partner with you in key strategic areas – thought leadership, training, product and research, marketing, and technology.
Leadership Support
In alignment with our General Agents and Park Avenue Investment Advisory leadership, advisors will have the support and access to industry professionals needed to continually grow as an independent financial professional.
Transition Support
You put careful thought and consideration into joining Park Avenue Investment Advisory. Our Transition Team puts the same level of care into ensuring the transition is seamless for you and your clients. Our experienced team will support you through the entire process – providing everything from a customized transition plan, account opening, and account transfer support to tailored training, to name a few.
Want to learn more about joining our team of advisors? Our team is ready to help you on your journey to independence, in whichever way works best for you.
- Hybrid – Primarily fee-based business through Park Avenue Investment Advisory as the RIA while conducting commissions business through Park Avenue Securities as the broker-dealer.
- RIA Only – Exclusively fee-based business through Park Avenue Investment Advisory
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Marianne Caswell
President
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Carly Maher
Head of Business Operations
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Allen Boggs
Head of Supervision & Business Risk
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Michael Porco
Head of Advisory Platforms
