Carter Asset Management, Inc.
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- Firms:
- Carter Asset Management, Inc.
- Sponsors
-
- Address:
-
242 Beech Street, Abilene, TX 79601, USA
- Corporate Phone:
- (325) 673-6171
- Email:
- Contact Firm
- Website:
- http://www.carterasset.com/
Carter Asset Management, Inc. (CAM) is a registered investment adviser under the Investment Advisers Act of 1940. The firm is an independent "fee-only" personal financial planning and investment management firm that serves a broad national client base with several international clients as well.
They offer personal financial planning services that include estate planning, retirement preparation planning, investment advisory services, tax planning, risk management planning, and cash management. Helping clients achieve maximum utilization of their financial resources is their primary focus. Investment management services are an outgrowth of financial planning efforts and are designed to meet specific client objectives.
They provide the ongoing management and monitoring of client investment accounts that are held in institutional brokerage accounts. After performing appropriate risk tolerance assessment, they construct long-term portfolios to meet specific client objectives.
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Products of Carter Asset Management, Inc.:
