Retirement & Benefits Consulting Services

Carter Capital Management 
provides investment services primarily to high-net-worth individuals, private and public pension plans [401(k), 403(b)], ESOP, SEP, SIMPLE, foundations and endowments, and other types of “institutional” accounts.

We provide the critical services of analyzing your objectives and risk tolerance, crafting an investment policy statement, establishing long-term asset allocation strategies, searching for appropriate money managers, monitoring and rebalancing the portfolios, and evaluating the money manager’s progress.

When building a retirement plan for private and public companies, every plan requires a Third Party Administrator (TPA). A TPA can provide either bundled or unbundled service, which determines who handles the tax reporting. Our in-depth knowledge of each investment platform ensures we will find the plan that is right for you.

After the process has been completed, we help you understand how your investments are performing relative to your original goals. We will provide consulting services to 401k and pension plans.