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The Parsonex Family of Companies

The Parsonex Network of Financial Professionals

Parsonex is a family of companies that offer financial products, services and solutions across multiple channels to a variety of investors.

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Parsonex Capital Group

Parsonex Capital Group refers to our private fund group which includes the co-sponsorship of private funds and affiliated investment managers that advise real estate funds and private, high net worth clients and family offices.  These companies include Parsonex Capital Partners, Parsonex Properties, Parsonex Capital Advisors, and Parsonex Capital Markets. For more information on the private fund group, please visit Parsonex Capital Partners website at www.pxcapgroup.com.

Parsonex Financial Services

Parsonex Financial Services is a registered trademark used by Parsonex affiliated, independent financial professionals who offer their clients financial services through one or more of our affiliates.

Independent Financial Professional Network

Our network consists of partnerships with independent financial professionals. Our affiliates provide financial products and services our associates introduce to their clients to use as part of their retirement plans. There are several keys that separate our organization:

Retirement Planning

While there are many different ways to invest, we believe in a long-term approach for the biggest financial challenge… retirement. Pensions are vanishing, social security may not be the answer, which leaves individuals increasingly responsible for providing for their own retirement security. Our client’s are not looking to “trade” or “play the market”, they are looking for long term investing in portfolios aligned with their financial objectives.

Partnering with Independence

We believe in the power of partnering with independent financial professionals.  A relationship with a trusted financial professional is critical to developing a financial plan and helping investors not only select proper investments, but ensuring the long term journey towards financial goals is monitored and adjusted as necessary.

Investment Focused

Affiliated financial professionals’ primary objective is to help you with your long term retirement plan. Many companies focus on selling you insurance and investing whatever is left over. While we believe that life insurance important, its purpose is to ensure that a breadwinners income is protected so they can continue pursuing their retirement plan goals.

Client Focused and Values Based

Outstanding financial professionals are focused on meeting client needs and ensuring the trust clients place in them are well deserved.  Proper due diligence, partnering with great investment professionals, and providing outstanding service sets great financial professionals apart from average ones.

Lifetime Client Relationships

Our goal is not to simply get a client to retirement…our goal is to get them through retirement. We believe the relationship a client has with a financial professional is the most important aspect of achieving their retirement goals. While being independent is important in allowing financial professionals to utilize the most competitive products, the key success factor long-term is a client’s behavior. We believe strong client-financial professional relationships can make a big difference in the attainment of long term retirement goals.

Affiliates

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Parsonex Capital Partners

Parsonex Capital Partners is a private fund sponsor that aims to bring intelligent investment strategies to sophisticated investors.  There are several affiliates related to the offering of private investment strategies to accredited investors, high net worth investors, and family offices.  Collectively, the firms that offer private investment strategies to this market are referred to as Parsonex Capital Group.

Parsonex Capital Markets

Parsonex Capital Markets is a FINRA registered broker dealer that is approved to offer private placements, private placement distribution, and oil and gas.  Parsonex Capital Markets functions as the managing broker dealer for Parsonex affiliated private funds including a recently launched Qualified Opportunity Fund available to accredited investors.

Parsonex Capital Advisors

Parsonex Capital Advisors is an asset management firm with a focus on real estate and business development in Qualified Opportunity Zones.

Parsonex Securities, Inc.

Parsonex Securities, Inc. is an independent broker/dealer which offers clients mutual funds, variable annuities, and 529 plans. Securities offered through Parsonex Securities, Inc. Member FINRA/SIPC, 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700. Parsonex Securities, Inc. specializes in retirement planning for individuals and company’s and helping families align investments with their long term goals. Parsonex Securities, Inc. is affiliated with Parsonex Insurance Agency, Inc. and Parsonex Financial Services, Inc. through common majority ownership.

Parsonex Advisory Services, Inc.

Parsonex Advisory Services is an SEC registered investment advisor that offers investment advisory services to clients.

Parsonex Insurance Agency, Inc.

Parsonex Insurance Agency, Inc. is an independent insurance agency that offers competitive term life insurance products. Our consultants will help you match the right product and coverage amounts for you and your family.

Copyright © 2007 - 2023 Parsonex Securities, Inc. All rights reserved. Member FINRA / SIPC. This site is designed for U.S. residents only. Parsonex Securities’ financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the products and services mentioned are available in every state.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of each fund. This and other important information is contained in each fund's prospectus and summary prospectus, which can be obtained from a financial professional and should be read carefully before investing. Parsonex Financial Services is the marketing name for Parsonex Securities and affiliates. Securities offered through Parsonex Securities, Inc. Member FINRA / SIPC. 8310 S. Valley Highway, Suite 110, Englewood, CO 80112, 303-662-8700.

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