CASE STUDY:
Parsons Capital Management

The top firm on CNBC’s 2025 Financial Advisor 100 List

Client Overview

Parsons Capital Management is a well-established independent investment advisory firm. As of December 31, 2024, the firm managed over $2 billion in assets under management (AUM). Founded in 1993 by Robert (“Bob”) and Ged Parsons, the firm has expanded over more than three decades. Parsons’ longevity, size, and broad client base make it “one of the largest independently owned investment management firms in their region.” 


The Challenge 

  • The prior Parsons website had a “muted” and conservative color palette — reflecting a restrained, traditional aesthetic of a financial firm. Parsons sought a more modern, confident online presence.

  • Their previous site, built in wordpress, started to falter, triggering a need for an external vendor to handle hosting and redesign, to ensure reliable maintenance and a polished, updated public presence. 

  • Given Parsons’ status as a regulated financial firm, their redesign had to not only look professional, but also be compliant — a constraint that narrowed vendor choices. Parsons selected WSD partly because of our prior experience servicing regulated financial clients. 

Thus, the challenge for Parsons was twofold: modernize their web presence (visuals, usability, branding) while ensuring reliability, compliance, and ease of ongoing maintenance.


Strategy & Solution 

Engaging WebSight Design, Parsons Capital undertook a full redesign and redeployment of the website. The elements of the redesign included: 

  • A refreshed visual identity: The new design swapped out the muted color scheme for a bolder navy color — projecting confidence and stability. 

  • Improved imagery: Rather than washed-out, watermarked photos, the redesign uses full-opacity images — including building exteriors and candid team photos — giving a more human and tangible feel.

  • Clear directional design and high contrast: These design choices help focus user attention and improve readability and engagement. 

  • Modern, maintainable website architecture: The new site was built on a Laravel foundation with a content management system (CMS). This lets Parsons manage internal content — including team bios, quarterly newsletters, and other content — without requiring deep technical expertise.

  • Regulatory-aware design and compliance: Choosing WebSight Design, a vendor experienced in regulated financial clients helped ensure that the site met necessary compliance standards for a registered investment advisor (RIA)

In other words, the solution balanced modern web design, brand-appropriate aesthetics, and the practical requirement for maintainability and compliance.

Parsons Capital Management at work

Services Provided 


Results & Benefits

  • A refreshed, modern, and more confident online presence — aligning the firm’s digital “look and feel” with its stature and capabilities. 

  • Improved usability for website visitors — with better visuals, clearer messaging, and a structure that supports easy browsing of team, services, and firm information. 

  • Internal maintainability: Parsons now can update content such as team bios and newsletters on their own, reducing reliance on external developers and improving agility. 

  • Confidence for a regulated firm: By working with an experienced vendor, Parsons ensured compliance requirements were respected while achieving modern web standards. 

Overall — Parsons gains a polished, professional digital “face,” improved operational control over content, and a foundation for future growth and communications.

 

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