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.