Our investment management model uses two primary financial factors in determining our investment buy list. We will filter a universe of thousands of equities to find those equities that have been able to consistently improve earnings per share, and cash flow per share, over many consecutive years. We then employ an intrinsic value model to further define those securities that meet our criteria for investment.
We have found that employing only one view of your financial well-being is not sufficient. Using state of the art software, from multiple sources, we assist you in meeting your goals and meeting your aspirations. No stone should be left unturned in providing the best solution to your future financial well-being.
We’re committed to delivering a full financial plan to all of our investment management clients. The Financial Plan sets expectations of value and targeted time frames so that expectations are set and dialog can be held surrounding actual results versus goals.
Our Client Web Portal allows for quick access to your account information so that you can always keep track of your finances.
“Price is what you pay. Value is what you get”
© CHARLES CARROLL FINANCIAL PARTNERS. All rights reserved. Powered by AdvisorFlex.
The information presented on this website is for information on matters of interest only. Given changing laws, rules and regulations, there may be delays, omissions or inaccuracies in information contained on this website. The information in this website is provided with the understanding that the authors and publishers are not herein engaged in rendering legal, accounting, tax, or other professional advice and services. Before making any financial decision, you should consult one of the Charles Carroll advisors. Every effort has been taken to see that the information contained on this website is accurate. Charles Carroll in not responsible for any errors or omissions, or for the results obtained from the use of this information. Charles Carroll and its employees are not liable to you or anyone else for a decision made or action taken based on the information on this website