John Bond Trevor

Parsons Capital Management, Inc. (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bob Parsons and Ged Parsons in 1993 and is principally owned by PCM Holdings, Inc. PCM provides investment management services to high net-worth individuals, qualified retirement plans, corporate pension and profit-sharing plans, charitable institutions, endowments, trusts, estates, foundations, and corporations.

Slocum, Gordon & Co. LLP (SGC) is an independent, SEC-registered investment advisor headquartered in Newport, Rhode Island. The firm was founded by John Slocum Jr. and Jeffrey Gordon in 1978. SGC provides discretionary investment management and counsel for individual portfolios, trusts and estates, charitable endowment funds, individual retirement accounts and corporate pension funds.