A complete list of active advisors currently associated with McCarter Investments, LLC

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

The firm provides investment advice and discretionary portfolio management to individuals, partnerships, estates, trusts, custodial accounts for minors, individual retirement accounts, and participant accounts in defined contribution retirement plans. In addition to investment services, the firm prepares and files tax returns on a limited basis for a small number of clients (primarily family members). Its investment process emphasizes individualized, diversified buy-and-hold asset allocation based on client-specific inputs such as goals, risk tolerance, time horizon, and tax considerations, with periodic rebalancing and reviews. Portfolios commonly rely on low-cost exchange-traded or index funds, and for clients who wish to hold individual stocks the firm applies a value-oriented selection approach while managing accounts on a discretionary basis through a national custodian platform. What distinguishes the firm is the combination of investment management with accounting credentials: the firm is registered as an accounting practice and its principal is a CPA and CFA, which supports integrated attention to tax and estate considerations — an uncommon feature among independent advisors. The firm manages approximately $81.2 million in discretionary assets for about 50 clients and draws on long experience in investments and retirement plan administration, including prior leadership at a state-chartered bank.

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