The Holder & Carter Investment Group

Let us help you grow more than wealth

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

Market overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »

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.

Bulletin Board

June 15, 2023

Trend & cycle roadmap

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, MA, MO, NE, OH, OK, TN, TX, UT.

, and 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.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Holder & Carter Investment Group

Phone: 913-451-3555

Scott Holder

First Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 913-451-3555

Jason Carter

Vice President - Financial Advisor,
Portfolio Manager - Portfolio Focus

Phone: 913-451-3585

Address

Leawood
4001 West 114th St, Suite 200
Leawood, KS 66211
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Privacy & Legal

Privacy & security
Legal & disclosures
Accessibility
Terms & conditions
Business continuity plan
Statement of Financial Condition

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