Pariveda, Inc. (DBA Pariveda Investment Management) is a boutique investment manager located in Mountain View, CA. We offer the aspiring affluent a personalized approach to wealth & income generation, using publicly traded securities.
Pariveda is Sanskrit for "complete, accurate knowledge". As such, we strive to understand your financial situation intimately. This includes your goals and desires, investment time horizon, tolerance for short-term market fluctuations, outstanding debts, and short-term liquidity needs.
Understanding your circumstances allows us to customize a portfolio solution that has a high probability of success under the current economic backdrop. As the environment changes, your account will too.
When you engage Pariveda, you get the direct attention and consideration of Brian Murphy, the firm's founder and CEO.
Brian brings over 25 years of investment experience, a Wharton MBA and CFA designation to the table - with expertise in the area of quantitative finance. He's worked with a number of investment firms throughout the years and is well-connected within the "FinTech" community in Silicon Valley and nationally.
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Pariveda Inc., (DBA Pariveda Investment Management) - All Rights Reserved.
Pariveda, Inc., (DBA Pariveda Investment Management) is Registered to conduct business in California & the State of Washington.