Carney Portfolio Management Inc.

Carney Portfolio Management, Inc. is an independent, state‑registered investment adviser that provides discretionary portfolio management and related advisory services to individuals, high‑net‑worth clients, financial firms, corporate retirement plans and charitable organizations. As of the February 12, 2026 brochure, the firm reported managing approximately $92,827,076 on a discretionary basis across 84 accounts and generally charges fees based on a percentage of assets under management.

The firm’s investment process begins with a macroeconomic outlook followed by fundamental company analysis and asset allocation across domestic equities, taxable and tax‑exempt bonds and cash equivalents, with portfolios tailored to clients’ risk tolerance, time horizon and income needs. CPM typically manages accounts on a discretionary basis, conducts weekly account reviews, and will assist clients in selecting and monitoring third‑party managers for alternative investments without accepting manager or referral fees.

Noteworthy for a single‑advisor independent firm, the firm’s principal maintains formal affiliations with an insurance business—serving on the insurer’s board and acting as its Chief Investment Officer, activities the brochure indicates occupy roughly 10% and 25% of the principal’s time respectively—an uncommon outside‑industry relationship for peers. The inclusion of institutional‑type clients such as corporate retirement plans and charities further differentiates the firm from many solo independent advisers.