Carderock offers Active Investment Management. Active management makes sense because the future is less often what we hope will happen and more often what we don’t. Thereby, Carderock manages portfolios by controlling the overall level of risk through asset allocation and optimizing the quality of the underlying securities.
Carderock follows a Consulting Service Model rather than a package, production or a promotional model. Investments are picked from proven, readily-marketable securities based on the client’s needs rather than for their novelty or a specific mandate.
Carderock sticks with the Basics. We use a traditional mix of stocks, bonds and cash that is primarily driven by client’s needs for cash flow and we refine the mix as market conditions dictate.
Carderock helps clients Understand, Design and Review an investment program to meet their needs with the least amount of risk practical. The program is reviewed with clients annually along with their portfolio results and to reaffirm the objectives and goals