In an atmosphere of confidentiality, we serve the specialized needs of more than 300 clients who have entrusted over $650 million to our care. We strive to form lasting partnerships with our clients by helping them identify their financial goals, developing innovative approaches to financial planning and providing competitive returns.

At Parsons Capital Management, you can expect a unique blend of professional and personable service from the same individuals who oversee the day-to-day management of your assets. We meet with our clients regularly to discuss investment strategy and review investment objectives and financial goals. The advice we offer reflects the combined experience of our portfolio managers as well as the depth of financial resources at our disposal.

In addition to one-on-one contact, we provide our clients with quarterly reports containing:

• Performance summary
• Asset allocation statement
• Tax reporting
• Market summary

When necessary, we will coordinate with your tax, legal and insurance advisors to help ensure that your financial objectives are being met.

Our investment approach reflects our clients' wide range of objectives, from wealth preservation and income generation to long-term growth. Just as no one investment style is ideal for every market cycle, no model portfolio is right for every client. Contact us today to learn how our knowledge, experience, flexibility and commitment can work for you.