A complete list of active advisors currently associated with Cartera Investments

Warmer can help you find a great advisor at Cartera Investments or one who fits your needs even better.

Cartera Investments is a state-registered investment adviser that provides investment management and financial planning to individual and high-net-worth clients. The firm manages client assets on an individualized basis and offers both discretionary and non-discretionary arrangements, with its reported assets under management not managed on a discretionary basis as of March 1, 2024. The firm’s investment approach emphasizes asset allocation and a view that markets are broadly efficient, implementing diversified portfolios chiefly through mutual funds, ETFs, fixed income securities and occasional individual equities or REITs. Cartera uses fundamental analysis, periodic rebalancing, and at least quarterly account reviews, and for non-discretionary accounts executes transactions only after obtaining client approval. Distinctive features relative to many peers include its primary reliance on non-discretionary relationships and its willingness to work with individual, including pre‑retirement, clients who may fall below typical account minimums. The firm operates on a fee‑only basis with flat-fee arrangements for non-discretionary accounts, does not take custody of client assets, and forwards proxy materials to clients rather than voting them.

To learn more about the advisors currently working at Cartera Investments, 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.