The Carter/Mathewson Group
Our Mission Statement:
‘To provide client centered, sound and ethical investment advice delivered with a superior level of service’
Three critical elements that define our concept of client service are:
Integrity – Operate in a highly ethical manner in all areas of business.
Service – Deliver to all clients, service beyond their expectations.
Return on Investment – Provide unbiased thoughtful advice in line with client risk tolerances and objectives.
- Our typical clients are individuals or families that have accumulated significant assets and are looking for full service investment advice along with comprehensive financial and estate planning.
- We are also building relationships with those individuals who, although may not be classified as high net worth, are beginning to experience significant savings and portfolio growth and will have the need for our services in the near future.
- Investment Style: We manage risk through developing, monitoring and maintaining an appropriate asset mix for clients in light of their goals and risk tolerence levels. Individual security selection is derived from a thorough examination of earnings growth, dividend yield and valuation to determine whether the current price is an attractive entry point for a long-term investment.
To our clients:
We would like to express our gratitude to all our clients who have referred friends or colleagues to us over the past few months. If you know of someone who may be interested in our services we are still taking on new clients, so please pass on our website address or send us a quick email with their information and we can contact them directly. A referral is one of the highest compliments we can receive as it shows you trust the way we work together and are pleased with the level of service we deliver.
Direct access to our site at: bradcartergroup.com
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** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.