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Parsec Financial brochure

Learn more about Parsec our history, processes, offerings and team in this brochure. If you are interested in learning more, please contact us!

Forbes: Who Is Your Portfolio’s Worst Enemy?

When it comes to your investment portfolio, I’ll bet you can think of all sorts of reasons it’s underperforming: the market, the holdings, the economy, geopolitics, the current lunar phase. But have you considered that your portfolio’s biggest enemy might be the one you see in the mirror?

Travis Boyer Named “Best-In-State” Wealth Advisor by Forbes

Parsec is proud to announce that Travis Boyer was recently recognized on Forbes’ 2022 list of best-in-state wealth advisors. Boyer is a senior financial advisor and board member at Parsec. Of the 86 financial advisors recognized in WNC, Boyer was ranked the #2 advisor from Asheville, behind Parsec Partner Roger James. Forbes’ lists are curated

Roger James Once Again Named “Best-In-State” Wealth Advisor by Forbes

Parsec is proud to announce that Roger A. James was recently recognized for the second year in a row on Forbes’ 2022 list of best-in-state wealth advisors. James is a partner at Parsec and serves as Parsec’s director of trust services. Of the 86 financial advisors recognized in WNC, Roger was ranked the #1 advisor

How Parsec Monitors Investment Securities

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.

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