Charles Carroll Financial Partners is a registered investment advisor offering investment management to clients in Boston, Washington D.C and surrounding areas.
Our investment advisors are dedicated to creating customized portfolios and investment plans to enable clients to reach their financial goals.
We use Exchange Traded Funds sparingly. While these types of investment are an attractive option for investors because of their high liquidity and low-cost, our experience leads us to treat ETFs with caution. Their high liquidity make ETFs prime targets for large broker/dealers who utilize their liquidity to make wholesale changes to their own portfolios potentially creating inefficiencies in their valuation. For this reason, we believe that stocks are more beneficial for our investors than ETFs.
We offer a complimentary "Get Acquainted" meeting to learn about your goals and see if our services are right for you. Come in for a cup of coffee and a second opinion – both are free.