Mccarter Investments, LLC

McCarter Investments provides investment advice to clients based on their individual needs. Services may be provided on a discretionary or non-discretionary basis. McCarter develops a diversified buy-and-hold investment strategy with each client individually, using client-specific factors such as investment goals, age, time horizon, and risk tolerance to create target allocations to various asset classes. McCarter reinvests and rebalances clients’ portfolios as necessary and meets with clients regularly to review account performance, asset allocation, and any other matters important to the client.