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About Us

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For 50+ years, Carret's mission has been focused on delivering attractive risk-adjusted results whole conducting our business with the highest integrity.

Founded in 1963, Carret Asset Management's fundamental goal is to structure sound, customized, and diversified investment portfolios. Our capabilities span active fixed income and equity strategies focused on achieving attractive risk adjusted returns over the ever-evolving market cycles.

Our corporate culture is anchored in the knowledge that teamwork and passion is vital to our success. We are committed to excellence in investment management, research, and client service. Our superior client communication and personalized service, coupled with our history of achieving attractive investment results, contributes to the success of our firm. We believe in the highest standards of transparency and independence. If you would like any additional information, please feel free to contact us.

Quick Facts

  • Founded in 1963

  • Serving Institutions and Individuals

  • Separately Managed Accounts (SMA)

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