Personal Portfolio Solutions
Simplify wealth-building with tax-aware, personalized portfolios.
- Leverage Parti Pris' leading edge technology to achieve actual personalization of portfolios
- Optimize time with clients by investing based on their goals
- Forge long-term relationships with clients by echoing their values in their portfolios
You are the architect!
CUSTOMER EXPERIENCE
Deliver an elevated investor experience
Personal Portfolio Solutions puts you and your client in the driver seat. Leverage the technology to help deliver an experience that is unique to your clients.
TAX MANAGEMENT
Proactive tax management and optimization
With Personal Portfolio Solutions, understand the complete tax implications of managing the portfolio, set a tax budget, and optimize the process.
FLEXIBLE SECURITY RESTRICTION
Choose which securities to include/exclude
Each client is unique with specific needs. Some clients may want to hold a security or keep certain securities out of the portfolio. Personal Portfolio Solutions makes this process easy.
HOUSEHOLDING
Account for the entire client investment picture
Clients are looking for solutions that help generational family planning. The householding feature allows you to manage multiple accounts and investments in one simplified portfolio architecture.
What does Parti Pris Do?
Demand for personalized investment advice is high, but implementation is hard to scale and manage efficiently.
- Technology and workflow for personalized portfolios are complex and costly to implement
- Few advisors have the combined investment expertise and tools for managing household portfolios
- Trade-offs among portfolio taxes, risk, and client preferences are complex, hard to evaluate, and time consuming
Who is Parti Pris?
In architecture, like portfolio construction, a “parti pris” is an organizing thought or decision behind an architect’s design represented in the form of a sketch and a defining statement.
At Parti Pris, we embody this meaning as we partner with you in designing and creating portfolios as unique as your clients and their goals.
Co-founders Joe Smith and Art Lutschaunig have worked together at several previous firms. Their focus on personalization, tax management, and the need for advisors to have better methods and technology to manage household accounts led them to start Parti Pris.
Art Lutschaunig
Co-Founder & CEO
Art is Co-Founder, Chairman, and Chief Executive Officer of Parti Pris. He has executive responsibility for business strategy, organizational development, and key partner relationships.
In his leadership role, he calls upon his extensive experience and expertise in designing, building, and implementing large-scale wealth management organizations, services, and products to drive the development of Parti Pris’ services dedicated to portfolio personalization on behalf of financial advisors.
Art brings almost 40 years of financial industry experience to his position at Parti Pris. Previously, he served as President and Chief Investment Officer of Morningstar Investment Services. He has held several other executive positions including Executive Vice President and director of investment management at Fidelity’s Strategic Advisers, Direct of Individual Portfolio Strategies at Russell Investments, and Chief Investment Strategist at Orion Advisor Services.
Joe Smith, CFA
Co-Founder & CIO
Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee.
He has executive responsibility for portfolio management services, wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to portfolio design and implementation issues specific to wealth management. Joe is the primary architect of Parti Pris’ investment approach including Parti’s proprietary Household investment management process and our Advisor SketchBook™ portal.
Joe brings almost 20 years of financial industry experience to his position at Parti Pris. Previously, he served as Senior Market Strategist and later Deputy Chief Investment Officer of CLS Investments, LLC. He has held several other investment management and product development roles including Manager of ETF Product Research & Development at Russell Investments and Senior ETF & Index Product Specialist at Charles Schwab Investment Management.
Destra Capital Advisors LLC (“Destra”) is an independent SEC registered investment advisor. Registration does not imply a certain level of skill or training. Destra maintains a minority interest in Parti Pris and has been engaged by Parti Pris to provide marketing and introductory services on their behalf to institutions and financial professionals only.
Destra and Parti Pris do not offer tax advice. It is recommended that you consult with your tax advisor for your specific tax situation.