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Welcome

The Holder & Carter Investment Group provides high net worth clients with comprehensive wealth management planning, investment management and retirement income planning. This is accomplished through analyzing client’s needs and putting together plans to help accumulate and protect wealth.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Take the next step

We welcome you to experience the Holder/Carter Group difference for yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Holder & Carter Investment Group.

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Disclosures

Scott Holder is currently registered to conduct business with residents of the following states: AR, CA, DE, FL, IL, KS, MA, MO, NE, OH, OK, TN, TX, UT.

Scott Holder, NMLS # 521922 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Jason Carter is currently registered to conduct business with residents of the following states: AR, CA, CO, DE, FL, IL, KS, KY, MA, MO, NE, NV, OH, OK, OR, SC, TN, TX, UT, WA.