The information below is provided for transparency and is required to be made available to clients and prospective clients. Please review carefully and contact us with any questions.
Our firm brochure describes ParkHaven's advisory services, fees, conflicts of interest, disciplinary history (if any), and the background of our advisory personnel. A current copy is available upon request and at adviserinfo.sec.gov.
Form CRS provides a brief summary of the types of services we offer, the fees and costs you will pay, conflicts of interest, our standard of conduct, and how to research our firm and our financial professionals. Available upon request.
Consistent with Regulation S-P, ParkHaven maintains policies governing the collection, use, sharing, and safeguarding of nonpublic personal information. Our Privacy Notice is provided at account opening and annually thereafter, and is available upon request.
ParkHaven maintains a business continuity plan designed to address service interruptions arising from significant business disruptions. A summary is available upon request.
This website and its contents are for informational purposes only and do not constitute investment, tax, legal, or accounting advice, nor an offer to sell or a solicitation of an offer to buy any security. Advisory services are provided only pursuant to a written agreement and only to clients or prospective clients in jurisdictions where ParkHaven and its representatives are properly registered, notice-filed, or exempt from registration. Registration with the U.S. Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.
Investing involves risk, including the possible loss of principal. Diversification and asset allocation strategies do not ensure a profit or guarantee against loss. Past performance is not indicative of future results. There can be no assurance that any investment, strategy, or planning approach discussed will be successful, profitable, or appropriate for any particular client. Different types of investments involve varying degrees of risk. Hypothetical, forward-looking, or model information, if any, has inherent limitations and should not be relied upon as an indicator of actual results.
References to family office, planning, estate, trust, tax, lending, insurance, or banking coordination describe services performed in collaboration with the client's own qualified professionals. ParkHaven does not provide legal, tax, accounting, or insurance advice; clients should consult their own qualified advisors. Where ParkHaven coordinates with third-party professionals or custodians, those parties are independent and not affiliates of ParkHaven unless expressly stated.
Hyperlinks to third-party websites are provided as a convenience. ParkHaven does not control and is not responsible for the content, privacy practices, or security of any third-party site.
To request a current copy of Form ADV Part 2A, Form ADV Part 2B, Form CRS, or our Privacy Notice, please contact us.