Compliance Advisor Professionals LLC

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

Marble Harbor is an independent, partner-owned investment management company based in Boston, MA. With a focus on personalized solutions, their experienced team of professionals tailors each portfolio to meet the unique needs, objectives, and risk tolerance of their clients, building long-term relationships based on trust and alignment of interests. As long-term investors, Marble Harbor emphasizes a disciplined approach, selecting investments based on the underlying strengths of companies rather than speculative stock trading. Their goal is to identify businesses with superior long-term growth potential and purchase them at reasonable valuations, avoiding fads and extremes in valuation that can lead to permanent capital loss.Generated from the website

Eaton Vance Management is a division of Eaton Vance who plays a role in the investment industry as a wealth manager. The company offers products that address all phases of an investor's lifetime, such as the creation and growth of wealth, the protection and preservation of its value and the distribution of wealth. It emphasizes tax efficiency. Eaton Vance and its affiliates have managed nearly $114 billion in assets as of Jan. 31, 2006, for more than 100 investment companies, as well as individual and institutional accounts that includes those of corporations, hospitals, retirement plans, universities, foundations and trusts. The 1979 merger of two Boston-based investment firms formed the company, Eaton & Howard, established in 1924, and Vance, Sanders & Company, established in 1934. Eaton Vance Management is headquartered in Boston.