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Investment Strategies

Man on a sailboat
"Patience can produce uncommon profits." - Philip L. Carret

Carret Asset Management's investment strategy is based on the conviction that diversification,
not only among asset classes, but within asset classes – is essential to preserving and enhancing wealth.

Carret offers eight distinct active strategies, each representing a different investment opportunity:

Separately Managed Accounts

MARKET COMMENTARY

Carret Insights

April 2023

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Mutual Funds

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