Boston Family Office

Parsons Capital Management, based in Providence, RI, is one of the largest independently owned investment management firms in the region, boasting over $2 billion in assets under management as of December 31, 2024. With a rich history spanning 30 years, the firm provides tailored investment services to individuals, trusts, foundations, institutions, and retirement accounts. The team at Parsons Capital Management believes that successful asset management is derived from their collective experience across various market cycles, coupled with extensive market analysis and a deep understanding of client financial needs. They are committed to delivering sound investment strategies that navigate the complexities of today's financial landscape. Generated from the website

Wainwright Investment Counsel is an independently owned investment advisory firm based in Boston, MA, specializing in asset allocation and portfolio construction tailored to meet the unique objectives, risk tolerance, and constraints of its clients. The firm emphasizes a high-touch, personalized approach, building trust through foresight and informed decision-making. With a commitment to putting clients' interests first, Wainwright Investment Counsel focuses on understanding each client's individual situation to create customized investment solutions. Their disciplined and diversified approach to portfolio management ensures that clients receive the guidance and support needed to navigate the complexities of the investment landscape. Generated from the website

Middleton & Company, a Boston-based independent investment counseling firm, specializes in providing objective advice and disciplined investment management for individuals, families, trusts, endowments, and foundations. Founded on the principle that experienced investment professionals can positively impact clients' lives through sound judgment and thorough market analysis, the firm focuses on developing strong relationships built on integrity and client-centered strategies. With a commitment to growth and teamwork, Middleton & Company offers a range of services that include investment management, asset allocation, and various investment strategies across equity, fixed income, and alternative assets. Their disciplined approach emphasizes listening to clients in order to build tailored solutions that align with their financial goals. Generated from the website