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 $2 billion
as of December 31, 2024.
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.
$2+
Billion in AUM
as of December 31, 2024
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: Q3 2025
September shook off its reputation for the worst month of the year with a risk-on rally that took domestic indices up over 30% from their March lows.
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