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Investment Management Services
Advice from a fee-only fiduciary advisor comes with a legal warranty that the advisor is putting your interests ahead of his own.

Bob Schumann, author
Investment Management Services
One of Americas Best Financial Advisors Best financial advisor
Investment Management Services

Are you a wise investor?

Does your money work effectively for you? Is your investment strategy integrated with your financial plan? At Carnick & Company, we offer a comprehensive, fiduciary approach to formulating a customized investment strategy that can be incorporated with your personalized financial plan. Because our services are provided on a fee-only basis and our professionals receive no commissions from any source, our investment advice is objective and impartial.

Carnick & Company creates, monitors and adjusts each portfolio in-house, using individual stocks and bonds or no-load mutual funds depending on the needs of the portfolios. While we take full responsibility for directing your investments, it is critically important to be aware that we never have possession of a client's assets. All portfolios managed by Carnick & Company are held by a third-party independent custodian, Charles Schwab and Company.

Are you transitioning from the asset-accumulation strategy of your working years to the time of asset distribution in retirement? Empowering you to be a successful investor over your lifetime entails implementing effective distribution strategies when appropriate. We are experts at helping clients develop steady streams of income when needed, while minimizing unnecessary portfolio volatility.

Now that's wise.
One of Americas Best Financial Advisors