A Tradition in Money Management
Parsons Capital Management is one of the largest independently owned investment management firms in the region. Our assets under management have increased from $60 million in 1994 to over $1.5 billion today.
Our investment professionals work with individuals, trusts, foundations, institutions, and retirement accounts. We believe that successful asset management results from our collective personal experience gathered over numerous market cycles, in-depth analysis of the current markets, and a thorough understanding of the financial needs of our clients.
$1.5+
Billion in AUM
30
Years in Business
3
Office Locations
What investment services and advice can you provide me?
We invite you to download our Client Relationship Summary (Form CRS) to learn more about our services.
Perspectives Quarterly Newsletter: Q4 2024
With a return of 2.14% in September, the S&P 500 recorded its strongest nine month start to a year since 1997. The September gain is even more noteworthy considering the month began with a decline of -4.25% over the first four trading days.
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