Kingfish Capital Advisors

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

The Rhode Island Interlocal Risk Management Trust offers a range of financial products and services. It is engaged in intergovernmental risk-sharing pooling activities in Rhode Island. The trust provides automobile, employee benefit and medical payment liability plans. The Rhode Island Interlocal Risk Management Trust administers a workers' compensation program and offers claims management and loss prevention services. It also conducts several educational seminars. The trust provides various types of membership plans. The Rhode Island Interlocal Risk Management Trust additionally offers group life policy coverage plans. It serves municipalities and school districts and provides risk management services. The trust s appraiser includes the CBIZ Valuation Group, which offers valuations for member buildings and contents.

Waddell & Reed in West Warwick, RI is a financial services firm that offers a range of investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed aims to help clients achieve their long-term financial goals through strategic investment strategies and expert guidance. Generated from their business information