Contact usto speak with a financial advisor about the personalized financial management services we can offer you.
1-866-704-6854
| Links:| Table of Contents :
| Our Philosophy & Goals |
| Too often financial management requires the employment of either proprietary products or a specific class of investments. Managing financial assets within one type of asset class may be expedient to the financial manager, but it leaves the vast majority of investment opportunities out of the client's portfolio. We believe that it should be the role of the financial manager to uncover and utilize all appropriate financial securities in the search for return, low cost, and diversification of your portfolio. Because of this we are not tied to a specific family of mutual funds, specific asset class, or broker/dealer. |
We believe that the management of the client relationship and attention to personalized financial services is as important as the management of the financial asset base. Communication is the key to success in the handling of our client's accounts. We have a requirement at Charles Carroll that if we have not contacted you at least once per quarter with regard to your portfolio we will rebate a portion of our management fee for that quarter. By implementing this procedure we believe it reflects our commitment to you to communicate the direction and insight surrounding the investment of your account. The management of a client's account is not always a straight route.
The market places many reefs and shoals in our way. Our ability to keep the client informed during these periods shows that we are piloting the portfolio toward their destination.
In addition, our financial management experience has taught us that conventional wisdom does not always apply to investors.
Each investor has specific, unique, and personal expectations with regards to their portfolio. It is our responsibility to understand and implement an investment portfolio that works toward those expectations within the framework of a sound financial plan.
We employ individual securities, ETFs, bonds, and mutual funds in achieving return for our clients. In all instances, we endeavor to employ only those securities that we believe will assist us in achieving the client's goals. We may employ financial assets that have lower expenses associated with their use.
We have found that invariably this decision enhances the returns for our clients and allows the client to know that their financial assets are working harder for them. The use of all asset classes affords opportunity that conventional or proprietary money managers may not be able to employ.
Each investor has specific, unique, and personal expectations with regards to their portfolio. It is our responsibility to understand and implement an investment portfolio that works toward those expectations within the framework of a sound financial plan.
We employ individual securities, ETFs, bonds, and mutual funds in achieving return for our clients. In all instances, we endeavor to employ only those securities that we believe will assist us in achieving the client's goals. We may employ financial assets that have lower expenses associated with their use.
We have found that invariably this decision enhances the returns for our clients and allows the client to know that their financial assets are working harder for them. The use of all asset classes affords opportunity that conventional or proprietary money managers may not be able to employ.
Copyright (c) 2009. Charles Carroll. All rights reserved.