A complete list of active advisors currently associated with Parsons Capital Management Inc

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

Parsons Capital Management provides discretionary investment management, financial planning, and consulting to individuals, qualified retirement plans, trusts, foundations, and other institutional and charitable clients. The firm manages approximately $2.38 billion across its advisory programs and also offers standalone consulting, expert‑witness, and trusteeship services. The firm’s investment process is consultative and tailored: advisers work with clients and, when appropriate, outside professionals to define income needs, time horizon, tax considerations and risk tolerance, then construct portfolios across equities, fixed income, ETFs and other vehicles. Portfolio construction draws on fundamental, quantitative and technical research, with long‑term, earnings‑driven equity selection and both active and passive approaches to fixed income while managing to asset‑class targets and ranges. Parsons displays several features that are less common among peers: it uses client testimonials in its advertising and references third‑party ratings, and it maintains five or more offices including satellite and residential office arrangements. The firm also engages a third‑party service to monitor securities class‑action claims on behalf of clients and can act as trustee for client trusts (services subject to annual surprise CPA examination); it typically does not vote proxies, recommending clients retain voting authority.

To learn more about the advisors currently working at Parsons Capital Management Inc, 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.