Parlan Financial Corp

Parlan Financial Corporation, established in 1988, is a fee-only financial planning and investment management firm based in Toledo, OH. The firm specializes in personalized financial planning and active asset management services for high net worth individuals. Parlan Financial Corporation does not receive commissions and strictly operates on a fee-only basis. The firm offers tailored financial planning agreements, hourly planning engagements, and asset management services. Clients have the option to impose restrictions on investments. The minimum account size is $2,000,000, with a corresponding annual fee of $42,000. Parlan Financial Corporation utilizes proprietary investment strategies and algorithms for asset management, including the Parlan Active Management Strategy 7 (PAMS 7) for U.S. Large-Cap equity investments. The firm exercises discretionary authority for trading and provides detailed risk of loss information to clients. Parlan Financial Corporation does not charge performance-based fees and maintains a transparent fee structure based on a percentage of assets under management. The firm's Chief Compliance Officer, Helyn Bolanis, holds a Chartered Financial Consultant (ChFC) certification and has been with the firm since its inception. The firm has a robust Business Continuity Plan in place to ensure the continuity of operations in various scenarios. Clients' privacy and security are maintained through strict information security protocols. Helyn Bolanis is also involved in community service activities and serves on the advisory board of Ceros Financial Services. No disciplinary events have been reported for the firm or its principal executive officer.