A complete list of active advisors currently associated with Carderock Capital Management, Inc.
Warmer can help you find a great advisor at Carderock Capital Management, Inc. or one who fits your needs even better.
Carderock provides discretionary investment management to individuals, trusts, pension and profit-sharing plans, and charitable organizations, delivering services both directly and through other financial advisers. The firm also offers dedicated financial planning—either bundled with management or on a stand-alone basis—and project-based consulting for specific client needs. The firm’s investment process centers on active, primarily long-term management across equities, fixed income and cash, implemented through a customized Investment Plan built from a model of client and market data. Carderock combines fundamental, quantitative and technical analysis, maintains an internal equity model and continuously supervises and re-optimizes portfolios to adjust exposures and rebalance as market conditions and client circumstances change. Carderock discloses that it sometimes shares advisory fees with referring financial advisers and treats those arrangements as compensated endorsements under the SEC’s Marketing Rule, and it provides regular performance‑related reporting to clients (including portfolio appraisal reports and year‑to‑date summaries of gains/losses) that feed into billing and client communications. With a small advisory team that includes multiple CFA charterholders, roughly $677 million in discretionary assets under management and policies that prohibit proxy voting and discourage employee participation in IPOs/ICOs/private placements, the firm combines team-based oversight with active portfolio management and explicit disclosure of paid referral practices.
To learn more about the advisors currently working at Carderock Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Carderock Capital Management, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Chevy Chase, MD
| 2
| |
Chevy Chase, MD
| 24
| |
Chevy Chase, MD
| 3
| |
Chevy Chase, MD
| 36
| |
Raleigh, NC
| 3
|
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