Large Cap Equity
Carret’s Large Cap Equity seeks to prioritize total return, through portfolio customization and diversification across sectors to reduce volatility and risk…
Municipal Fixed Income
Carret’s Municipal Fixed Income Strategy seeks to maximize tax efficiency through opportunistic portfolio management while preserving principal…
Taxable Fixed Income
Carret’s Taxable Fixed Income Strategy seeks to prioritize total return and current income while emphasizing preservation of principal…
Opportunity Fixed Income
Carret’s Opportunity Fixed Income strategy seeks to generate current income and long term capital appreciation…
Enhanced Cash
Carret’s Enhanced Cash Strategy seeks to provide excess returns above those offered by cash equivalents, while focusing on capital preservation and liquidity…
Kansas Tax-Exempt Bond Fund
The Carret Kansas Tax-Exempt Bond Fund seeks to maximize tax efficiency and principal preservation through opportunistic portfolio management…