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WE HELP YOU MANAGE MONEY WITH CONFIDENCE

Simple, rules-based investment strategies for an increasingly complex world

SERVICES

OUR PORTFOLIOS ARE CLEAR &
SIMPLE TO UNDERSTAND.

Combine active and passive investment strategies

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Utilize low cost and

liquid investments

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Focus on minimizing taxes and transaction costs

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A presentation at the office

DOWNLOAD HOW TO OVERCOME THE
GREATEST INVESTING OBSTACLE

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“We believe keeping what you earn is more
important than just earning the best return.”

Learn More
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A rules-based investment system combined with a risk management discipline helps us avoid the dangerous emotional decisions that can cost you greatly over your lifetime.

Greg Towner
CIO

Need more details? Contact us

Parallel Financial is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. More information about The Fiduciary Alliance can be found in Form ADV Part 2 which is available upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

We are here to assist. Contact us by phone, email or via

our social media channels.

135 S Main Street Ste 600
Greenville, SC 29601, United States

864-385-7999

parallelportfolios.com

© 2025 by Parallel Porfolios

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