Bates Parsons

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.