We are very proud to announce that Parsons Capital Management has been ranked at #2 in the 2024 CNBC FA 100 list, marking the 2nd year in a row in the top 10 nationwide. Huge thanks to our incredible team for everything that you do! FA 100: CNBC ranks the top-rated financial advisory firms of 2024 https://lnkd.in/g2VT9AXF *The 2024 CNBC Financial Advisor 100 ranking was published on October 2, 2024. The rating may not be representative of any one client’s experience, does not evaluate the quality of services provided to clients and is not indicative of future performance. The ranking was prepared in partnership with data provider AccuPoint Solutions. AccuPoint applied the following weighted categories to refine and rank the firms: disclosures, years in existence, number of employees, number of investment advisors registered with the firm, number of Certified Financial Planners, ratio of investment advisors to total number of employees, AUM, percentage of discretionary AUM, total accounts, number of states where the RIA is registered and country of domicile. Parsons Capital Management, Inc. did not pay any compensation (direct or indirect) for consideration or participation in the listing. CNBC is not affiliated with Parsons Capital Management.
关于我们
Founded in 1993, Parsons Capital Management provides comprehensive investment advisory and financial consulting services for individuals, families, trusts, institutions and foundations. We believe successful asset management results from personal experience gathered over numerous market cycles, in-depth analysis of the current securities markets, and a thorough understanding of the financial needs of our clients. Our portfolio managers average over 30 years of investment management experience and have navigated through both bull and bear markets. Knowledge The cornerstone of our investment process is research—fundamental, quantitative and technical. We use a vast array of electronic and printed media from well-respected global research institutions to supplement our in-house economic outlook and investment strategies. Our research process is reinforced through direct contact with company management and top industry analysts. Commitment Experience, integrity and personalized service - you expect these qualities from the individuals you trust to manage your assets. Yet in today's world of large and impersonal financial service companies, these qualities have become increasingly difficult to find. At Parsons Capital Management, we set a higher standard, taking advantage of our size and collective experience to provide the financial solutions you need and the individualized attention you deserve.
- 网站
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http://www.parsonscapital.com
Parsons Capital Management, Inc.的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Providence，Rhode Island
- 类型
- 合营企业
- 创立
- 1993