Asset Management
Carter & Co use a variety of methods to manage Client Investment Portfolios and Assets in whatever form they may be, usually online these days conferencing with the you the Client. Distance is no object. Intial and review meetings can be arranged to suit. We may work for the client individually and or in tandem with Investment Specialists who normally adopt a three-layered approach to asset management based upon risk control, stock /fund selection and asset allocation.
Asset Allocation
Study of the global economic background and market technicals (chart analysis, overbought/oversold, trending, momentum etc.) on both a macro and micro (sectoral) basis is undertaken and constantly reviewed to provide an economic matrix. This framework is then used to determine the style (growth or value) and type of asset allocation for a particular given an overall Risk Threshold.
Risk control is exercised on two different levels. Firstly, the changing economic background and market conditions are constantly monitored and stock exposure is increased or decreased depending upon the prevailing market/economic conditions. Thus market threats are built into overall investment and timing matrix. This element is mainly a function of asset allocation.
Secondly, a stock /fund specific series of risk control strategies are employed to provide ongoing monitoring of each individual stock/fund held.
Please do contact us to see how our methods may help in managing your assets for the maximum benefit at the most reasonable cost.
