Parenteau Associates, LLC represents the following investment management
products to accredited, qualified institutional clients:
- U.S. Small-Cap Value Equity
- U.S. Investment Grade Fixed-Income
- International Sovereign Fixed-Income
- Equity Income
- Master Limited Partnerships
- Emerging Markets Equities
- Customized and specially tailored fixed-income portfolio management for captive insurance companies
Our Advantages
We believe that our 20 years of experience in representing investment products and services has provided us with unique insight and knowledge in the institutional investment markets. During this time, extensive contacts have been established in the U.S. traditional institutional markets, and in the offshore institutional markets in Bermuda and the Cayman Islands. Our firm has established a platinum reputation for integrity and trust amongst buyers of investment management services within these markets, and, among the very highest levels of "name recognition" in these markets. Our firm is exceedingly selective about which firms, and products we will represent in any of these markets, and we will protect our reputation first and foremost, rather than representing a manager with substandard product, in return for an up-front "retainer" fee of any size. We have a very low tolerance for mediocrity, or for "me too" type products. Investment firms and products represented must have unique characteristics and intrinsics, significant "value added" attributes, as well as durable competitive advantage in their respective asset class.
Separately, since our experience has been gained in the securities and brokerage industry, followed by banking, trusts & estates, and in insurance investment management, we have established a broad background upon which to evaluate investment management products, and, also, to understand the unique needs of many different types of buyers of investment management services. Among the specific client types we have serviced include High-Net Worth individuals, Corporate, Municipal, and Taft-Hartley retirement plans, Endowments & Foundations, and, captive insurance companies, traditional insurance companies, and reinsurance companies.
The geographic range of our clients has spanned from Vancouver, British Columbia, in Canada, eastward to Bermuda, and as far south as the Cayman Islands, as well as client accounts in most of the 50 United States.
Parenteau Associates, LLC is a Series 65 licensed, Registered Investment Advisor. Parenteau Associates, LLC is one of the very few independent, third-party marketers to carry it's own Errors & Omission insurance, separate and above that carried by the firms it represents.