Our Financial Partners
Financial Partners create a myriad of investment vehicle opportunities for our fund, and the donor advisors that rely on long-term fund preservation. Our donors can rest assured that seasoned professionals are stewarding the fund’s assets and creating value for the many charities that we support annually.
Parrish Capital, LLC is an independent, fee-only Registered Investment Advisor based in North Metro Georgia founded by nationally recognized money manager Theodore L. Parrish. Our creation was based off of the notion that asset management should have continuity across asset levels and not be constrained by the cookie cutter approaches that are rampant in today’s environment. While a financial roadmap is essential in setting the course of your financial well-being, our mantra is to deliver above average risk-adjusted returns, through extensive research and market analysis backed by sound investment principles. Achieving respectable, risk adjusted returns is at the heart of what we do.
As investment managers, we work with clients to create, develop and implement a long term strategic investment portfolio that enable them to meet their financial goals. We also strive to educate and clarify clients understanding of individual risk tolerance which we feel is essential in managing emotions and other behavioral aspects of investing. Portfolios are customized for each client based on their personal objectives, values, risk tolerance, and goals. Furthermore, Parrish Capitals process avoids “over-coaching” on your particular financial plan and instead stays laser focused on the most imperative element to reaching your goals- portfolio investment management.
You can rest assured that investment decisions are based on the one primary goal- preserving and growing the hard earned assets that clients have entrusted to our care. We vigilantly honor our sacred Fiduciary responsibilities which include: confidentiality, prudence, loyalty, stewardship, impartiality, and discretion. Our basic tenants when engaging clients is to always be flexible, compassionate, competent, solicitous, proficient, and paramount to all responsive to their individual needs and desires.
Every family and individual deserves peace of mind knowing their investments are secure. Island View Private Loan Fund, LP is a real estate-based fund consisting of conservatively underwritten private first mortgage loans. These loans are sometimes referred to as trust deed investments. Island View’s investment methodology is based upon preservation of capital first and foremost, coupled with earning an attractive return. Island View’s charitable giving investment solution allows donors to multiply their financial impact for the causes they care about most.
Please consult your tax advisor or call us before making your contribution.
The Fund for Philanthropy, Inc. (Tax ID# 80-0878355) is an IRS recognized 501(c)(3) tax exempt public charity as described in the Internal Revenue Code Sections 501(c)(3), 509(a)(1), and 170(b)(1)(A)(vi). IRS Tax Exemption Letter.
All money and property transferred to The Fund For Philanthropy shall be an irrevocable gift to the charity. The charity shall hold, manage, invest and reinvest the Fund, shall collect the income and shall pay and disburse the net income and principal therefore exclusively for general charitable uses and purposes, in accordance with the provisions specified in the Articles of Incorporation of the charity. The Articles of Incorporation have been adopted by the Board of Directors of the Charity, and their provisions, as they may be amended from time to time, are hereby incorporated by reference and conclusively assented to and adopted. The phrase “charitable uses and purposes” shall be defined as all of those activities, uses and purposes described in Section 501(c)(3) of the Internal Revenue Code of 1986 (the “Code”).