Our Services

Investment Management

Carderock Capital specializes in the investment management of portfolios suited to individual clients, their families and the organizations and institutions they represent. Our firm’s charter is to provide a service unencumbered by the pressures and requirements found in larger institutions that may run counter to the clients’ objectives. This allows Carderock’s portfolio managers to pursue a singular goal for each client by providing thoughtful, in-depth, and constructive advice on every level in our investment management process.

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Our Services

Investment Management

Carderock Capital specializes in the investment management of portfolios suited to individual clients, their families and the organizations and institutions they represent. Our firm’s charter is to provide a service unencumbered by the pressures and requirements found in larger institutions that may run counter to the clients’ objectives. This allows Carderock’s portfolio managers to pursue a singular goal for each client by providing thoughtful, in-depth, and constructive advice on every level in our investment management process.

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Our focus is to align clients’ portfolios with their needs, then manage those assets to mitigate risk, conserve wealth, generate income and foster growth. When appropriate and asked, we work with financial planners, accountants and estate attorneys to assist our clients’ needs. With this partnership in place, Carderock finds its role more defined, time efficient and provides assurance that the investment plan we develop for the client is on target.

Our investment philosophy focuses on quality, which we define as established companies that are leaders in their industries, with sound business models, capable management and conservative financials.

Carderock’s team includes experienced investment managers who understand the fundamentals of capital markets and corporate finance, and how that translates to market prices.

We are not tempted by the latest financial fad or the overheated promises of the next big thing. We identify opportunities that evolve over time so clients can benefit across different economic and market cycles. Please note, however, that although we pledge to do our best for our clients, we cannot guarantee that our efforts will produce any specific results.

The common thread in our practice is taking the time necessary to help people who have significant assets and want an experienced professional investment manager with a deep understanding of economic cycles, capital markets and investment strategy to calibrate their investments to meet their current needs and long-term goals.

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.