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.
Meet the Parsons Team
Links to Custodians
Parsons Capital uses the services of several different custodians but our primary providers are Fidelity Investments and Charles Schwab. Click the icon below to log in to your account.
Parsons Capital Portal
Please click on the icon below to log into your Parsons Capital Management eMoney portal.
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.
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.