A fee-only financial
planner building wealth through a combination of index
funds, low-cost investments, trusted relationships,
and comprehensive financial planning.
Our Services Include:
Our Investment Philosophy:
Today, hundreds of index funds exist.
Investors can choose from index funds that focus on
sectors and individual countries to capitalization size,
styles and asset classes. At CARTER CAPITAL MANAGEMENT,
we tailor and manage the multitude of index funds, mutual
funds and individual fixed income options available
to our clients and do so within the confines of each
client's financial goals.
Maximizing returns begins with minimizing costs
on client minimums
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