PARSEC FINANCIAL Overview
Parsec Financial Management Inc. is an investment advisor that manages 1.7 BN dollars in regulatory AUM and has 20 employees, of which 19 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 137% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/05 to 09/30/21. The fund's latest filing disclosed 2BN in positions, representing 137% of the manager's regulatory AUM.
PARSEC FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PARSEC FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VEA | 9.34% | ETF | 4.36% | -0.35% | 0 | 9% | ||
| AAPL | 5.37% | Tech | 6.16% | -0.35% | 0 | 39% | ||
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FEATURED IN
PARSEC FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| William B. Boyer | Chairman | August-2004 |
| Richard D. Manske | Vice President-Asheville Office & Managing Partner | August-2004 |
| Gregory D. James | Vice President-Charlotte Office & Partner | August-2004 |
| William S. Hansen | President & Managing Partner | August-2004 |
| Michael J. Ziemer | Partner | April-2006 |
| Harli L. Palme | Chief Compliance Officer And Treasurer | January-2013 |
| Roger A. James | Partner | January-2013 |
| Travis L. Boyer | Corporate Secretary | January-2014 |
| Elaine Boyer | Spouse Of Owner (William Barton Boyer) | August-2004 |
| Rebecca M. Manske | Spouse Of Richard Manske | August-2004 |
| Samuel B. Manske | Child Of Rick Manske | August-2004 |
| Stella M. Manske | Child Of Richard Manske | August-2004 |
| Oliver D. Manske | Child Of Richard Manske | March-2006 |
| Danelle A. Hansen | Spouse Of William S. Hansen | August-2004 |
| Jack E. Hansen | Child Of William S. Hansen | August-2004 |
| Ian D. Hansen | Child Of William S. Hansen | September-2004 |
PARSEC FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PARSEC FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
3
When we invest our clients’ money, we construct a portfolio with a purposeful design that considers
long-term historical returns, historical volatility and the correlation between assets.
We have designed a set of target portfolios to meet different client objectives. Each client is assigned one of these target portfolios, according to the client’s goals, cash flow needs and risk tolerance. Every client’s portfolio is not the same, however. Differences occur due to the timing of the initial investments, client preferences and legacy holdings. We strive to construct similar portfolios for clients with similar risk tolerance levels and objectives, i.e. a similar percentage in international companies, fixed income, small/mid cap companies, and various market sectors.
When designing a target portfolio, we determine the ...
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3
When we invest our clients’ money, we construct a portfolio with a purposeful design that considers
long-term historical returns, historical volatility and the correlation between assets.
We have designed a set of target portfolios to meet different client objectives. Each client is assigned one of these target portfolios, according to the client’s goals, cash flow needs and risk tolerance. Every client’s portfolio is not the same, however. Differences occur due to the timing of the initial investments, client preferences and legacy holdings. We strive to construct similar portfolios for clients with similar risk tolerance levels and objectives, i.e. a similar percentage in international companies, fixed income, small/mid cap companies, and various market sectors.
When designing a target portfolio, we determine the ...
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PARSEC FINANCIAL Portfolio Concentration
PARSEC FINANCIAL Location
6 WALL ST
ASHEVILLE, North Carolina
UNITED STATES, 28801
ASHEVILLE, North Carolina
UNITED STATES, 28801
PARSEC FINANCIAL Contact Information
Phone Number: 828-255-0271
Fax Number: 828-255-8951
Website: http://www.parsecfinancial.com
Fax Number: 828-255-8951
Website: http://www.parsecfinancial.com
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