Parsonex Advisory Services, Inc.

Parsonex Advisory Services provides financial planning and portfolio management to individuals, high‑net‑worth clients, pooled investment vehicles, pension and profit‑sharing plans, charitable organizations, and businesses. The brochure indicates the firm managed approximately $170 million as of filing and offers services that include developing investment strategies and asset‑allocation models, selecting and monitoring sub‑advisors and program sponsors, retirement and estate planning, and the publication of periodicals and client education seminars.

The firm delivers advice through independent Investment Advisor Representatives and third‑party registered investment advisers, commonly using a multi‑manager approach and discretionary authority guided by client questionnaires to determine risk tolerance and asset allocation. For its Sterling Fund and other managed accounts, Parsonex describes a fundamental, value‑oriented stock selection process focused on larger NYSE/NASDAQ‑listed companies, seeking undervalued situations and dividend yield with a multi‑year horizon while avoiding short‑selling, margin, and derivatives.

What is distinctive in the brochure is the firm’s role as sponsor/manager of a pooled vehicle (the Sterling Fund) with audited statements and a stated conservative, long‑term value discipline—an offering that is less common among similarly sized multi‑team advisors. The firm also publishes periodicals and hosts educational events, maintains multiple affiliated entities (including an affiliated broker/dealer), and discloses solicitor arrangements in which Parsonex may receive a portion of third‑party manager fees, a potential conflict that is disclosed in its Form ADV.