Parkwood Corporation

Parkwood Corporation is a private financial services company headquartered in Cleveland, Ohio. The firm provides a full spectrum of private trust services, including investment management, accounting, tax, legal, and estate planning, aiming to enhance the lives of its clients and support the missions of their charitable foundations. The investment department is responsible for sourcing, evaluating, and monitoring external asset managers and internally managed strategies, with a significant portion of assets invested with external managers possessing expertise in their respective areas. The firm maintains a stable asset base and a long-term investment horizon, enabling it to capitalize on returns from attractive yet less liquid investments. Parkwood's leadership comprises professionals with diverse expertise, including lawyers, Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs), all dedicated to delivering high-quality services to their clients. The firm's mission is to find and promote the right people, treat everyone with respect, and commit to flawless execution, ensuring the success and satisfaction of their clients and partners.

Founded in 1996, Parkwood Corporation has established itself as a trusted entity in the financial services sector, particularly in the realms of private trust and investment management. The firm's comprehensive approach integrates various financial disciplines to provide holistic solutions tailored to the unique needs of each client. By leveraging a team of seasoned professionals and a client-centric philosophy, Parkwood has built a reputation for excellence and reliability in managing complex financial portfolios and trust services. The firm's commitment to continuous improvement and innovation ensures that it remains at the forefront of the industry, adapting to evolving market dynamics and client expectations.

Parkwood's investment strategy is characterized by a focus on private equity and real estate, targeting growth and buyout opportunities within the United States. The firm emphasizes a long-term investment horizon, allowing it to pursue less liquid investments that offer attractive returns. This approach reflects Parkwood's dedication to delivering value to its clients through strategic investments and meticulous management. The firm's expertise spans various industries, including healthcare, biotechnology, real estate, and financial services, enabling it to identify and capitalize on diverse investment opportunities that align with its clients' objectives and values.