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| Additional information |
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| S.C. Parker & Co. Inc. |
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Overview:
Business Model
Our business model integrates investment research with portfolio management to provide clients with an individual approach to investing. Our goal is to build a portfolio which suits the needs of the client and to provide quality services & open communication.
Investment Philosophy
Our investment decisions are determined through a detailed process that considers both a company’s financial strength and the nature of its business and its market opportunity. We are especially interested in companies that are industry leaders – with competitive position- and products and services that impact the way we live.
Asset allocation (percentage of stocks, bonds, and cash in a portfolio) is determined based on the goals of our clients. We take into consideration growth & income goals, risk tolerance, investment horizon, and tax circumstances. We prefer to allocate assets by consolidating funds into fewer and better positions with outstanding growth prospects. For portfolios of modest value, mutual funds and exchange-traded funds are often recommended.
Positions may be modified with an annual review, by client desire, or on account of economic conditions affecting the portfolio. Depending upon your circumstances, buy/ sell- orders may be placed at a limit to make purchases, limit losses or to lock-in profits. A fixed income portion may also be included in the portfolio. |
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History:
For nearly 85 years, S.C. Parker & Co., Inc. has provided brokerage services and investment advisory services to individuals, trusts, estates, corporations, and foundations throughout the east coast. At S.C. Parker & Co., Inc., we are proud of our heritage and the excellent investment service values that we have provided since our inception in 1925.
Our company’s heritage and strongest ties are here with the Western New York community. S.C. Parker & Co., Inc. was founded by Selby Parker, an ambitious and hardworking entrepreneur. Established in beautiful Buffalo, NY during the spring of 1925, our company was one of the earliest tenants in the historic Ellicott Square Building. Selby’s expertise was in investment securities, and S.C. Parker & Co., Inc. was just one of his many accomplishments.
Selby Parker held a seat on the Buffalo Stock Exchange and had the pleasure of consummating the exchange’s first transaction on its opening day with what later became M&T bank! S.C. Parker & Co., Inc. has successfully outlived many twists and turns of the market, and continues its remarkable success even through the recent stress of the economy.
In 1997, after being the oldest tenant in the Ellicott Square building, we moved to our Williamsville location, where we are currently located. Along with his two other sister companies, Selby’s goal was to provide high-quality services to his customers that went above and beyond larger corporation. Our smaller size allows us to provide a stronger and more personal relationship with our clients, which we feel is essential in order to meet individual needs. Since our establishment in 1925 until today, we have continued to build solid and long term customer relationships with our advice and portfolio management services. |
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