CAREY INVESTMENT SOLUTIONS LLC

Overview

Carey Investment Solutions LLC is an independent, individual-owned registered investment adviser that manages portfolios mainly for individuals and families. The firm runs a fee-based model charging a percentage of assets under management and focuses on discretionary portfolio management paired with financial planning. Investment activity is tilted toward equities, using exchange-traded instruments as the primary vehicle for client exposure, while retaining flexibility to incorporate mutual funds and third‑party alternative managers when appropriate. The firm does not identify as an active ESG investor and operates under a single-state adviser profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices