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Parkview Partners Capital Management: A Guide to Our Firm

  • Parkview Partners Capital Management
  • Dec 17, 2025
  • 3 min read

Who We Are


Parkview Partners Capital Management is a team of investment advisor representatives committed to providing comprehensive wealth management for individuals and families with complex financial needs. Our team operates under a fiduciary standard, which requires that we place client interests first in all aspects of our work.


We focus on understanding each client's goals, financial circumstances, and long-term vision. This emphasis on personalization guides our approach to planning, portfolio construction, and ongoing service.


Our entire team in business attire smiling on brick steps in front of a building.


Our Fiduciary Commitment


As a fiduciary, we are obligated to act in a client’s best interest at all times. This includes:


  • Providing disclosure of all current or potential conflicts of interest

  • Maintaining transparency around fees and services

  • Offering recommendations designed to support long-term financial goals


This foundation is central to how we serve clients and maintain accountability in the advisory process.


Relationship-Focused Service


Our service model is built around maintaining a close, ongoing relationship with each client. We work with a select number of households to provide attentive, proactive support. This approach allows us to:


  • Understand evolving financial and personal circumstances

  • Tailor strategies to each client’s needs

  • Maintain consistent communication and guidance


A relationship-driven model supports clarity and continuity throughout the planning process.


Investment Philosophy and Portfolio Construction


Our investment philosophy emphasizes disciplined, research-informed decision-making. We focus on building portfolios that reflect each client's objectives, time horizon, and risk tolerance.


Core Elements of Our Investment Approach


  • Strategic Asset Allocation: Establishing an allocation framework tailored to individual goals

  • Fundamental Equity Selection: Using fundamental analysis to help identify high-quality companies

  • Active Bond Management: Seeking to manage volatility and generate income through thoughtful fixed-income selection

  • Tax Sensitivity: Considering tax implications when designing and maintaining portfolios


This process is intended to support long-term wealth preservation and growth opportunities.


Strategic Alliance with Stratos Wealth Partners


Parkview Partners Capital Management maintains an alliance with Stratos Wealth Partners, a registered investment advisory firm. This relationship allows us to support and access the operational resources, technology, and compliance infrastructure of a larger organization.


Benefits of This Alliance


  • Robust planning and reporting tools

  • Institutional-grade research and portfolio resources

  • Administrative and compliance support systems


This structure allows our team to focus on providing personalized advisory services while leveraging broader industry resources.


Our three most experienced team members around a large wooden table.


Who We Serve


We work primarily with high-net-worth individuals, families, and business owners who have multi-layered financial needs. These may include:


  • Complex estate considerations

  • Tax-sensitive planning needs

  • Business ownership or liquidity events

  • Intergenerational planning


Our specialized focus allows us to support clients through a broad range of financial transitions.


What Drives Our Practice


Our approach is grounded in three principles:


  1. Clarity: Providing straightforward guidance

  2. Discipline: Maintaining a structured, evidence-informed investment approach

  3. Alignment: Designing strategies that reflect each client’s long-term objectives


These principles help create a consistent framework for delivering our services.


Conclusion


Parkview Partners Capital Management is structured to provide thoughtful, relationship-focused wealth management. Through our fiduciary commitment, disciplined investment process, and strategic alliances, we aim to support clients as they navigate complex financial decisions.



Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, Ltd and Parkview Partners Capital Management are separate entities. Neither Stratos nor Parkview Partners Capital Management provides legal or tax advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investing involves risk, including possible loss of principal. The information presented is for educational purposes only and should not be interpreted as individualized investment, tax, or legal advice. Past performance is not indicative of future results. For more information, please review our Form ADV, available upon request.


 
 
 

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Financial Advisor, Investment Advisor, High Net Worth, Wealth Management, Tax Planning, Risk Management, Financial Coordination, Retirement Planning, Charitable Giving, Columbus Ohio, Parkview Partners Capital Management

291 East Livingston Ave.
Columbus, OH 43215


Phone: (614) 427-2132

Fax: (614) 427-2132

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FORM CRS

 

Privacy Policy

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Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. [www.stratoswealthpartners.com]. 

Parkview Partners Capital Management offers its financial services through Stratos Wealth Partners, Ltd., (“Stratos”), a Registered Investment Advisor with the U.S. Securities and Exchange Commission (the “SEC”) located in Beachwood, Ohio. Parkview Partners Capital Management  operates as a DBA branch of Stratos Wealth Partners, Ltd. More information regarding Stratos may be found at www.stratoswealthpartners.com. Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at https://www.adviserinfo.sec.gov. A copy of the Stratos’ current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at www.stratoswealthpartners.com.

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Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos’s web site on the Internet should not be construed by any consumer and/or prospective client as Stratos’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos’ current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
 
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third-parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.

 

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).
 
Certain portions of Stratos’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos’ web site, to release and hold harmless Stratos, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.

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