When it comes to professionals you work with, we can’t think of a more important individual you need to trust than your financial planner. Carter Capital Management was founded from this premise – trust. We’ve built an environment that nurtures independent and objective advice, reduces conflicts of interests, and sets the standard of care at its highest level using fiduciary advisors. We’ve also identified one of the most important contributors to investment return, expenses, which directly improves our client’s chances of meeting their goals and dreams. But we recognize that the financial planning environment is only part of what contributes to a trusting relationship. Clients also need advisors with competence and experience.

EXPERIENCE: Our firm’s principle, David Carter, brings over 25 years of experience in financial planning and investment management. David has worked with for one of the largest global Wall Street firms and has also served in supervisory capacities in the financial management industry. He brings a wealth of experience and has maintained the Certified Financial Planner designation for over 20 years. David is a Houston native, graduated from the University of Texas in Austin with a Bachelors in Business and has a Masters in Business from the Bauer School of Business at the University of Houston.

QUALIFIED: The Certified Financial Planner designation is the premier designation for the financial planning industry. It requires master-level course completion and rigorous testing as well as a demanding level of continued education. Its required standards of care, specifically in fiduciary duty, integrity, competence, diligence, disclosure, objectivity, confidentiality, and professionalism, cannot be higher for a professional organization.

PERSONAL: At Carter Capital Management, we’ve built an environment you can trust and set the highest standard of competence that will allow you to sit easy as you face your financial future. But we offer more. Your relationship to us is professional, but’s it’s also personal. Investing in the financial markets can get volatile and frankly, quite scary for some at times. We pride ourselves in being there for you. Your access to your advisor is no different than that of a friend. Just pick up the phone and call or text. We want to be there for you to guide you through those challenging times. We are your professional financial advisor, but your comfort and understanding of challenging investment times is quite simply, personal to us.