A complete list of active advisors currently associated with Parisi Capital

Warmer can help you find a great advisor at Parisi Capital or one who fits your needs even better.

Parisi Capital provides continuous investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm states it develops a personalized investment policy or plan and addresses areas such as net worth, cash flow, insurance, retirement, college planning, and estate planning, and it does not impose a minimum account size requirement. The firm primarily practices passive investment management by building portfolios from index mutual funds and exchange-traded funds to achieve target asset allocations, while also using technical and charting analysis to inform sector selection and timing decisions. Accounts are managed on a discretionary basis with quarterly reviews, and clients may impose reasonable restrictions through their advisory agreements. Parisi Capital’s combination of index-based, passive portfolios with technical/charting techniques is an uncommon pairing among independent advisers, and the firm includes comprehensive financial planning as part of its investment management service. It states it executes client trades on an individual basis rather than block trading, does not vote client proxies, and recommends Charles Schwab as custodian while generally not providing separate written investment reports to clients.

To learn more about the advisors currently working at Parisi Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anthony Fimognari	Stirling, NJ	1
Blake Parisi	Stirling, NJ	7

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