What Sets Us Apart
Here are some of the benefits that help make Parsons Capital Management an industry standout:
Privately Owned -Independent advisory firm
As a fee-only independent advisory firm, we choose investments that are best for you—unbiased by proprietary products or sales quotas that could be imposed by a corporate parent.
Ongoing personal attention
We are committed to serving your financial needs. You’ll build a solid partnership as you collaborate to discuss you goals and create a plan to help you meet them. Plus our low client-to-advisor ratio means there’s more consulting time available for you.
As much participation as you want
While Parsons Capital Management will oversee your portfolio, you can be as involved as you want to be. We will contact you on a regular basis, but you’re also encouraged to call at any time.
Parsons Capital Management’s disciplined approach
Your investment program will follow a disciplined, long-term approach that focuses on managing risk through appropriate asset allocation and diversification. We adhere to proven principles-rather than short-term strategies or the latest trends—to create a plan based on a custom mix of low-cost, tax-efficient mutual funds and exchange traded funds.
An easy way to connect
You can meet with us face-to-face—and even share documents—from anywhere in the United States through our screen sharing capability.
Our outstanding service, investment expertise, and low costs add up to one of the best experiences you’ll find for asset management—a fact supported by our extraordinary client retention rate.
Expertise customized for you needs
Our advisory services are designed to provide you with tailor-made advice from a Certified Financial Planner professional, so you can be sure your financial needs will be addressed by an expert.
Stewardship, not salesmanship
You’ll receive financial advice based solely on your needs. As a Registered Investment Advisor (registered with the U.S. Securities and Exchange Commission), we have a fiduciary duty, which means we are obligated to work in your best interests at all times. Because we receive no commissions, there’s never any sales pressure. We focus on providing service for you—not selling to you.