UBS Financial Service

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

Located in Quincy, MA, Mt Vernon Financial serves as a distinguished independent broker-dealer, catering to a wide range of investment products and advisory services. Collaborating closely with financial advisors, institutions, and registered investment advisors (RIAs), Mt Vernon Financial equips them with cutting-edge resources and technology platforms to offer tailored financial counsel. By providing assistance in compliance oversight, practice management, and advanced technology solutions, Mt Vernon Financial is dedicated to enabling advisors to engage effectively with clients. At Mt Vernon Financial, the focus lies on bolstering financial advisors' operational efficiency, precision, and autonomy in navigating the intricate financial services realm. With a commitment to empowering advisors with the tools they need to thrive independently, Mt Vernon Financial stands out as a vital partner in guiding professionals towards success in delivering personalized financial guidance. Generated using this brand's available information

Ironwood Investment Management, based in Boston, MA, specializes in micro and small-cap investing, offering tailored strategies for both institutional and private clients. The firm is committed to growth, strength, and utility in its investment activities, aiming to positively impact clients, society, and the environment. With a team of experienced professionals, Ironwood employs a disciplined, research-driven approach to portfolio management. Their strategies encompass various investment needs, including small-cap core equity, micro-cap equity, and value strategies, ensuring a comprehensive service for diverse client objectives. Generated from the website