Parsec invests in a variety of securities for its clients. These may include mutual funds, exchange traded funds (“ETFs”), and individual stocks, among others. All of these investments can and do experience significant price pullbacks from time to time. While Parsec’s research committee focuses on investments it can hold for the long-term and performs significant due diligence before adding any new positions, price declines still happen. In this article we will discuss how we monitor investment securities and our process when a stock or fund does not perform as expected.
Below is an overview presentation to help you quickly get to know us and what makes us unique! Thanks for taking the time to learn more.
Parsec is proud to announce that Roger A. James was recently recognized on Forbes’ 2021 list of best-in-state wealth advisors. Roger is a partner at Parsec and serves as Parsec’s director of trust. Of the 56 financial advisors recognized in WNC, Roger was ranked the #1 advisor from Asheville. Forbes’ lists are curated by SHOOK™
Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!
Director of Investment Management Sarah DerGarabedian was invited back on CNBC’s Halftime Report to discuss our perspective on latest investment trends and philosophy amidst the pandemic. Watch the replay:
Parsec Director of Business Retirement Services Neal Nolan Receives Certified Plan Fiduciary Advisor (CPFA) Designation
Parsec Financial is proud to announce that Asheville-based Director of Business Retirement Services Neal Nolan has received his Certified Plan Fiduciary Advisor certification.
Parsec Financial Advisor Scott Kittrell Receives Certified Divorce Financial Analyst® (CDFA®) Designation
Parsec Financial is proud to announce that Southern Pines-based Financial Advisor Scott Kittrell has received his Certified Divorce Financial Analyst® certification.
Director of Investment Management Sarah DerGarabedian was recently featured on CNBC’s Halftime Report where she discussed our investment strategy. Watch the replay:
Parsec Financial is proud to announce that Larry Harris was recently appointed to serve as mayor of Black Mountain, NC, until 2022. This announcement came after its current mayor Don Collins chose to retire earlier this month.
Parsec Financial is honored to be listed on Financial Advisor (FA) magazine’s 2020 RIA ranking. Of the 551 firms included, Parsec ranked #131, including #3 of the 13 N.C. firms represented.