Carter Advantage™ Portfolio Management

Based on your completed Whole Life Plan, we implement recommendations and financial solutions according to your financial plan and asset allocation strategy using our disciplined, four-step implementation process. Serving as your financial advocate, we provide a thorough and objective evaluation of recommendations and possible funding methods.
Our Portfolio Management Services include:

  • Investment strategy review
  • Investment & insurance integration analysis
  • Investment manager due diligence
  • Insurance company selection & due diligence
  • Tax planning review
  • Risk management review
  • Investment portfolio design & implementation
  • Performance measurement & attribution