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 06/30/17. The fund's latest filing disclosed 1BN in positions, representing 74% of the manager's regulatory AUM.


Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PARSEC FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AAPL 3.23% Tech 11.38% 0.16% 0 38%
DWM 2.86% ETF 2.22% 0.02% 6 0%
Unlock Positions and Returns Details
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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

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 ...
Unlock Full Investment Process Description

PARSEC FINANCIAL Portfolio Concentration


ASHEVILLE, North Carolina

PARSEC FINANCIAL Contact Information

Phone Number: 828-255-0271
Fax Number: 828-255-8951



The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A