parkcitiesgroup.stewardpartners.comSteward Partners

Who We Are Home Our Promise Our Promise In the News In the News MIT MIT Follow Us Follow Us Contact Contact Client Login Client Login Investments | Financial Planning | Insurance At the Park Cities Group, financial planning is at the core of everything we do. We start with listening and understanding your specific life goals. Whether you need investment advice, life insurance, or help making important financial decisions; we can help. A life well planned…is a life well lived – we look forward to developing, Your Plan For Life™ Contact Us As a boutique wealth management team, we operate under a Fiduciary Standard of Care at all times. Our Promise INTEGRITY We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources. KNOWLEDGE We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research. SERVICE We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly. PERFORMANCE We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan. SINCERITY We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility. STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY. Visit StewardPartners.com AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering concierge-level client service with an unwavering commitment to excellence. FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM Global Advisory uses Raymond James as custodian for all assets and securities held on our clients’ behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 8,200 associates worldwide and $930 billion in total client assets*, the company’s business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking. In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first. Park Cities Group, in conjunction with Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust. Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work. Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies. A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS As a Registered Investment Advisor (RIA), Global Advisory and the Park Cities Group act as a fiduciary to our advisory clients. This means that we have fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. As Fiduciaries, we owe our clients a duty of undivided loyalty and utmost good faith. We do not engage in activities in conflict with the interest of any client, and take steps reasonably necessary to fulfill our obligations.** *As of 09/30/2020 **https://www.sec.gov/divisions/investment/advoverview.htm The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock In the News QUOTES THAT INSPIRE US... Remember to celebrate milestones as you prepare for the road ahead. Nelson Mandela Success is a process of continually seeking answers to new questions John Templeton Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down Warren Buffet Our Office Park Cities Group 1920 McKinney Ave #1150 Dallas, TX 75201 Phone: Brett Diamond (469) 857-1524 Jason Bottenfield (469) 857-1525 Email: pcg@stewardpartners.com Leave this empty: Send Message Securities and investment advisory services offered through Investment Solutions, LLC, registered broker/dealer, member FINRA / SIPC , and SEC registered investment adviser. Investment Advisory Services may also be offered through Investment Advisory, LLC, an SEC registered investment adviser. Investment Solutions, LLC, Investment Advisory, LLC, and Global Advisory, LLC are affiliates and separately operated. Park Cities Group is a team at . Regulatory Information & Disclosures | Important Disclosures © 2022 Global Advisory, LLC. All Rights Reserved. Park Cities Group Global Advisory 1920 McKinney Ave, Ste 1150 Dallas, Texas 75201 Phone: Brett Diamond (469) 857-1524 Jason Bottenfield (469) 857-1525 × Close Check the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on FINRA’s...