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

July 13, 2023

Resilience has been the prevailing theme in markets over the past year. Not only has the economy avoided a highly anticipated recession despite suffering through downturns in Housing and Banking, the S&P 500 Index has soared off its 2022 lows to start the year up 16%. As we are now firmly on the other side of the pandemic and the bulkheads of Labor, Consumption and Investment have kept the US economy afloat, we believe optimism is warranted that growth can accelerate from here.

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

July 13, 2023

Resilience has been the prevailing theme in markets over the past year. Not only has the economy avoided a highly anticipated recession despite suffering through downturns in Housing and Banking, the S&P 500 Index has soared off its 2022 lows to start the year up 16%. As we are now firmly on the other side of the pandemic and the bulkheads of Labor, Consumption and Investment have kept the US economy afloat, we believe optimism is warranted that growth can accelerate from here.

Read More