C.T. Kares Advisory Group, INC.

C. T. Kares Advisory Group manages investment portfolios for individuals, retirement plans, trusts, estates, and charitable organizations. The firm creates portfolios mainly using no-load and load-waived mutual funds, selected based on factors like performance history, industry sector, manager track record, and fees. Clients have the opportunity to place reasonable restrictions on the types of investments made on their behalf. All accounts are managed on a non-discretionary basis, meaning the client must approve all trades.