We offer Custom Balanced portfolios for investors seeking both the growth potential of equities coupled with the capital preservation, income and tax benefits of bonds.  We work with you or your financial advisor to customize the portfolio’s asset allocation to suit your unique investment objectives and
to choose between taxable and municipal bonds based on the account type and each client’s tax bracket.  

 

Equity

 

Our Large Cap Equity strategy is conservative, but we aggressively seek investment opportunities that meet our measures of valuation and earnings growth.  The majority of our equity investments will
be in companies with positive long-term economics, strong management, and good financial metrics.

 

We believe that objective selling is key.  Our investment professionals carefully adhere to specific valuation parameters that help us determine when to take profits.  Other sell indicators may include maturity of products, changes in senior management, increased use of debt, or slowing sales – all of which could signal a maturing or deteriorating business.

Fixed Income

Carret’s Fixed Income strategy is managed for total return and current income with an emphasis
on preservation of principal. Our custom active strategy is tax-efficient utilizing Taxable Bonds
or Municipal Bonds based on each client’s unique investment and tax needs.  

 

Bond quality is limited to high quality investment grade bonds. Clients will also benefit from the efficiencies of block trading as we execute at the institutional level.