Client Resources

Recommended Links

While we work with all custodians, we frequently establish accounts for our clients with Fidelity Investments and Charles Schwab. See links below to log in to your account.

Fidelity Investments

Charles Schwab

Certified Financial Planner Board

The mission of Certified Financial Planner Board of Standards, Inc. is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

Quarterly Newsletter

As a client of Parsons Capital Management, you will receive our quarterly in-house newsletter highlighting the performance of equity and fixed income markets in the previous quarter along with economic developments. We also discuss how these developments are likely to impact the markets. Our newsletter content is written solely by our portfolio managers and contains propriety information designed to educate and update our clients.

Perspectives Newsletter Q3 2017

Perspectives Newsletter Q2 2017

Perspectives Newsletter Q1 2017

Perspectives Newsletter Q4 2016

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