For Private Investors

Carret manages separate portfolios according to each individual’s needs and objectives.  Our goal is to provide each client with a customized portfolio designed to preserve and enhance his or her wealth.
Our process begins with listening to each client discuss his or her objectives, risk tolerance, time horizon, cash needs, and other personal factors.  We review with each client our understanding of his or her personal situation to ensure we full comprehension of his or her unique position and goals.  We determine and recommend an appropriate asset allocation designed to meet these goals.  Our next step is to structure a custom portfolio, monitor it closely, and adjust its composition as opportunities arise and as client needs change.
All portfolios are managed in a tax-sensitive manner.
Whether managing stock portfolios, bond portfolios, or a combination of both for our clients, we look for securities characterized by quality and representing exceptional value.

For Institutional Investors

Carret manages separate portfolios for taxable and tax-exempt clients in style specific strategies, including global equity, domestic equity, and core fixed income.  Our global equity strategy is benchmarked to the Dow Jones World Index; our domestic equity strategy, to the S&P 500; and our core fixed income strategy, to the Lehman Intermediate Government/Credit Index.

For Qualified Investors

Carret manages alternative investment strategies for qualified investors.