Founded in 1963, Carret Asset Management’s fundamental goal is to build sound, customized, diversified portfolios structured to meet the unique investment needs of our Individual and Institutional clients. Our capabilities span a broad range of investment strategies across multiple asset classes:

• Large Cap Equity
• Custom Balanced
• Taxable Bond
• Municipal Bond
• Global Equity

A Conservative, Customized Investment Strategy

At Carret, we put the needs of clients first. We work with you or your financial advisor to construct a portfolio based on your unique investment goals and risk tolerance. Our clients’ objectives range from 100% equity portfolios with a growth oriented total return emphasis to 100% bond portfolios with a focus on preservation of principal and tax-efficient income generation. Many of our clients have a custom balanced portfolio that has an asset allocation that can change over time as their goals and objectives change. In addition, we believe in the highest standards of transparency and independence. Client portfolios are managed separately and all securities are held by independent custodians as directed by the client.

Performance Oriented

Operating as a team, Carret's Portfolio Managers develop and implement the firm’s investment process and strategy. At Carret, our performance-driven culture focuses on meeting the investment goals and objectives of each client. The key distinguishing characteristic of our investment approach is our use of “high-quality” stocks and bonds. Our research indicates that high-quality securities provide attractive long-term investment results with reduced volatility. Our investment process combines top-down economic analysis with bottom-up fundamental company analysis to construct diversified portfolios.

A Focus on Quality Service

At Carret, we place great value on understanding and serving our clients’ individual needs. Your investment portfolio will receive the day-to-day care of one of our seasoned portfolio managers, who average 20+ years of investment experience.

Moreover, your portfolio manager will serve as your primary contact at our firm. We believe that it is best for our clients to have direct and regular communication with the person responsible for managing their portfolios. Each portfolio manager works closely with their clients and design a portfolio that is customized to address each client's specific needs.

We believe that the success of our firm is based on our history of achieving clients’ objectives and providing superior client communication and service. If you would like any additional information, please feel free to contact us.