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Carr & Associates, Inc in Something Directory

 

Carr & Associates, Inc. is an independent, SEC-registered investment advisory firm. We serve conservative clients seeking a balance of safety, income and growth. Founded in 1989, the firm specializes in the management of individual portfolios of high grade convertible securities. We also offer customized management of fixed income portfolios. Because convertibles are part fixed income and part equity their performance can participate in the gains of both the stock and bond market while, typically, avoiding most of the declines in either. Admittedly, our performance lags that of the stock and bond markets when they are booming, but when either market falters or has only modest gains, the clients of Carr & Associates can realize superior results. In the meantime, the high grade convertible holdings are producing generous and dependable current income. Carr & Associates investment advisory services are available through a number of brokerage and financial planning firms. Minimum account size is $50,000.

 

Address: 150 Broadway, Suite 509, New York, NY 10038.
Telephone: 212-766-2520
Fax: 212-766-2522
Website: http://www.carrconverts.com/