A complete list of active advisors currently associated with Carriage Hill Investment Associates LLC
Warmer can help you find a great advisor at Carriage Hill Investment Associates LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning services to a mix of individuals, non-profit/charitable organizations, and business or corporate clients. It delivers ongoing portfolio management alongside planning work that can cover retirement, tax, estate, and cash-flow topics. Investment programs are tailored to each client’s stated goals, time horizon, and risk tolerance and may include long- and short-term strategies, model portfolios, and client-imposed restrictions (for example, socially conscious investments). The firm’s investment process draws on economic and fundamental analysis and Modern Portfolio Theory, with quarterly account reviews that include rebalancing and tax-loss harvesting considerations. This firm is notable for its scale relative to a solo advisory practice: a single advisor manages just over $50 million in discretionary assets for about 207 clients. It also works with corporate and charitable entity clients more often than typical independent solo advisors, and the principal volunteers on a local community foundation’s board and impact investment committee in a non-compensated capacity.
To learn more about the advisors currently working at Carriage Hill Investment Associates LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Lancaster, PA
| 13
|
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