Purpose-Built Portfolios

Helping individuals and families avoid the unnecessary complexity and costs created by Wall Street.

Welcome

Park Investments & Consulting (PI&C) was established in 2024 to provide a simpler, more transparent, and cost-effective approach to portfolio management. With over 20 years of experience in financial and investment services, Paul J. Huebner has guided both individual and high-net-worth clients through the complexities of investing by focusing on risk management, cost efficiency, and long-term portfolio stability.

Prior to founding PI&C, Paul co-founded and built a successful independent advisory firm, overseeing key areas such as compliance, trading, portfolio management, accounting, and technology. His career began at UBS Financial Services and Morgan Stanley in New York City, where he specialized in developing custom portfolio strategies for institutional and individual investors.

With deep expertise in investment construction and financial strategy, PI&C is committed to helping clients avoid unnecessary complexity and costs, offering purpose-built portfolios tailored to their unique financial goals.

Paul holds a Bachelor of Science degree from Colgate University.

Paul J. Huebner

President/CCO

Value

Expertise In Investment Strategy

With over 20 years of experience, we help clients navigate the investment landscape by focusing on risk management, cost efficiency, and long-term financial stability.

Transparent & Cost-Efficient

We prioritize low costs and full transparency, ensuring clients understand the risks and fees associated with their portfolios.

Your Purpose-Built Portfolio

Investing with a purpose is critical in today’s landscape. We design custom investment strategies that align with your goals—because all it takes is someone willing to make the time for you.

Philosophy

Keep Costs Low

Hidden fees and costs create a drag on your investment return, robbing you of your hard-earned money and handicapping your future. Whether it’s embedded fees in your portfolio or exorbitant management fees, keeping expenses low is critical to any successful investment strategy.

Transparency in Investing & Advice

You deserve full visibility into your portfolio—its structure, fees, and strategies. No hidden agendas, no surprises.

Avoid Complexity

Wall Street seems to go out of its way to make investing complicated. Whether it's illiquid investments or unjustified fees, you need an advocate focused on your bottom line, not theirs. We focus on straightforward, evidence-based, liquid investing that works.

Purpose-Built Portfolios

To invest with a purpose is to create a clear understanding of your priorities. You deserve an effective strategy that aligns with your unique objectives, risk tolerance, time horizon, and personal factors.

Services

Portfolio Strategy & Construction

Custom-built investment portfolios focused on transparency, low costs, and risk-adjusted returns.

Investment Consulting

Helping investors make informed decisions about portfolio structure, asset allocation, and fee reduction.

Financial Education & Guidance

Empowering individuals and families to understand how investments work—without the industry jargon.

Have a Question?

Your Money Deserves Better

(313) 818-1102 paul@park-investments.com

Park Investment and Consulting Form ADV and Client Brochure can be found here: IAPD - Investment Adviser Public Disclosure - Homepage