Resources
Quarterly Perspectives 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.
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.
* You are now leaving the Parsons Capital Management Inc. ("Parsons") website. Parsons offers links to other third-party websites that may be of interest to our website visitors. When you click on these links you will leave the Parsons website and will be redirected to another site. No representations or warranties are made as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or otherwise incorporated into this website. All such information is provided solely for convenience, educational, and informational purposes only. Also, please be aware that the security and privacy policies on these sites may be different than Parsons' policies, so please read third party privacy and security policies closely. When you use a third-party site, you will be subject to its terms and licenses and no longer be protected by Parsons' privacy policy or security practices.
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.