Independent & Experienced

Two words. One investment philosophy.

As independent fiduciaries, we exclusively serve the financial interests of our clients. Since the firm’s founding in 1986, our  investment decisions over many economic cycles have given us valuable experience to tailor effective investment programs suited to the specific needs of each client.

At Carderock Capital Management we take the time to understand your goals, then work together with you to apply our disciplined investment strategy to manage your portfolio and secure your financial future.

Contact Us

Independent & Experienced

Two words. One investment philosophy.

As independent fiduciaries, we exclusively serve the financial interests of our clients. Since the firm’s founding in 1986, our investment decisions over many economic cycles have given us valuable experience to tailor effective investment programs suited to the specific needs of each client.

At Carderock Capital Management we take the time to understand your goals, then work together with you to apply our disciplined investment strategy to manage your portfolio and secure your financial future.

Contact Us

“Today, independent firms such as Carderock Capital provide the care and attention of seasoned professionals building portfolios stock-by-stock and bond-by-bond specifically suited to your individual needs and priorities as a client.”

About Carderock

Carderock Capital Management is an independent registered investment management firm serving individuals and families in the Washington D.C. region since 1986. Our firm is purposely structured with a small core group of experienced portfolio professionals to help their clients meet their objectives.

About Us Our Services

“Today, independent firms such as Carderock Capital provide the care and attention of seasoned professionals building portfolios stock-by-stock and bond-by-bond specifically suited to your individual needs and priorities as a client.”

About Carderock

Carderock Capital Management is an independent registered investment management firm serving individuals and families in the Washington D.C. region since 1986. Our firm is purposely structured with a small core group of experienced portfolio professionals to help their clients meet their objectives.

About Us Our Services

Our firm is built on these core values

  • Independence

    As a Registered Investment Adviser, we are fiduciaries acting only in the best interest of our clients.

  • Ownership

    Carderock’s portfolio managers are the shareholders of the firm. This enables us to maintain and strengthen our long-term focus, stability and continuity of our firm.

  • Transparency

    Managing investment portfolios using primarily individual securities (stocks and bonds) so our clients know what they own and why they own it.

  • Consistency

    Our efforts across decades of experience informs quality investing and risk management.

  • Communication

    Our clients receive clear Carderock Capital quarterly statements in addition to their monthly custodian statements and we encourage annual in-person meetings to report progress and refine strategy.

Client Focus

We work with families in the Washington D.C. region who are at all stages of life. Our clients often face overwhelming demands on their time and they appreciate the opportunity to cement a relationship that empowers their control, simplifies the tasks involved, and optimizes their financial goals.

Review & Outlook

April 10, 2024

In our firm’s experience over the past 38 years, Quality Growth stocks have been rewarded for their steady cash flows, predictable returns and serviceable debt loads across a variety of sectors and themes. While our investment results have never exactly correlated perfectly with markets in the short term, we are encouraged to know that our longer-term results have not left clients behind. The S&P 500 Index gained just over 10% during the first quarter while Carderock stocks were not far behind at 8%. For sure, a much stronger start of the year than anticipated.

Continuing the theme from 2023, momentum in Artificial Intelligence (AI) companies have been the dominant beneficiaries within the S&P 500 Index. In looking back over the past 15 months, investors have been hyper fixated on AI’s potential to reshape the US economy – projecting changes in consumption, goods, services and labor. We do agree with the consensus that AI is in its beginning stage and the prospects look promising, but as for investing, it is too unproven and narrow in scope.

Read More

Our firm is built on these core values

  • Independence

    As a Registered Investment Adviser, we are fiduciaries acting only in the best interest of our clients.

  • Ownership

    Carderock’s portfolio managers are the shareholders of the firm. This enables us to maintain and strengthen our long-term focus, stability and continuity of our firm.

  • Transparency

    Managing investment portfolios using primarily individual securities (stocks and bonds) so our clients know what they own and why they own it.

  • Consistency

    Our efforts across decades of experience informs quality investing and risk management.

  • Communication

    Our clients receive clear Carderock Capital quarterly statements in addition to their monthly custodian statements and we encourage annual in-person meetings to report progress and refine strategy.

Client Focus

We work with families in the Washington D.C. region who are at all stages of life. Our clients often face overwhelming demands on their time and they appreciate the opportunity to cement a relationship that empowers their control, simplifies the tasks involved, and optimizes their financial goals.

Review & Outlook

April 10, 2024

In our firm’s experience over the past 38 years, Quality Growth stocks have been rewarded for their steady cash flows, predictable returns and serviceable debt loads across a variety of sectors and themes. While our investment results have never exactly correlated perfectly with markets in the short term, we are encouraged to know that our longer-term results have not left clients behind. The S&P 500 Index gained just over 10% during the first quarter while Carderock stocks were not far behind at 8%. For sure, a much stronger start of the year than anticipated.

Continuing the theme from 2023, momentum in Artificial Intelligence (AI) companies have been the dominant beneficiaries within the S&P 500 Index. In looking back over the past 15 months, investors have been hyper fixated on AI’s potential to reshape the US economy – projecting changes in consumption, goods, services and labor. We do agree with the consensus that AI is in its beginning stage and the prospects look promising, but as for investing, it is too unproven and narrow in scope.

Read More