Carter & Balsam Advisers

Overview

Carter & Balsam Advisers is a small, owner-operated advisory corporation focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and operates on a discretionary basis, concentrating its client work on individual and family relationships rather than institutional mandates. Investment activity skews toward pooled public funds — mutual funds and similar vehicles — with a secondary exposure to corporate debt. The adviser is not positioned as a capital allocator or an active ESG investor, and it does not describe itself as a multi-state or pension consultant. Professional affiliation with accounting services is noted, which suggests close coordination with tax and financial reporting advisers for its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices