Trusted advice & exceptional service


Welcome to our team website

Our mission is to provide unparalleled financial advice and service. We aim to build a client-centered, proactive business that provides professional money management and brokerage investment services to an exclusive list of high net worth individuals, corporations, nonprofits and pension plans.

Client centered

Our aim is to educate and assist our clientele in reaching their individual investment goals. We take the time to focus on the complete financial picture, while working with a team of specialists to ensure that all aspects of a client’s wealth management plan are satisfied. We specialize in high net worth individual investment management solutions and corporate investment services.


Service oriented 

Our practice is based on a foundation of service. We will go the extra mile to address the needs of our clients.

We believe in using sound and sophisticated business principles and cultivating long-standing relationships while helping clients build, manage, and preserve financial assets. As strong proponents of asset allocation theory, we base all investment recommendations on the goals, objectives, and risk parameters of the investor. We will build a comprehensive asset allocation to match risk parameters, and allocate capital within each asset class to specific investment management styles. We will continually monitor and reevaluate the portfolio on a regular basis and rebalance as needed.


Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  Read the full economic outlook in the latest edition of Global Insight.

Families and Wealth Transfer Report

Different types of families have different approaches to building, preserving and passing on their family legacy. In the fourth report in our in-depth wealth transfer series, we look at how various families share their financial knowledge, prepare their inheritance plans, and educate the next generation on preserving family wealth.  Download our Families and Wealth Transfer Report to learn more.


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

The Carter Group

Learn more about The Carter Group