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Carter Capital Management
 
 
Overview: 

We will give you a guide to help you stay on track to meet your goals through intelligent financial solutions, in-depth analysis of your investments…
Our products and services are designed especially for small or midsized businesses. If you are a business owner we can help you and your employees 
with financial solutions for short and 
long-term growth.
Corporate and institutional investors cannot put their organization’s money at unnecessary risk. That’s why you need capital management advisors that have handled billions of dollars in assets like the advisors at Carter Capital Management.
With this level of hands-on, personalized service, also comes some of the best investment minds in the business.

This means your money will get the day-to-day attention it deserves and the savvy you desire from institutional quality investment experience.

Endorsed Expertise. Lynn Carter was a senior member of an elite team recognized by Registered Rep Magazine and reported by Fortune Magazine as one of the nations top ten investment advisor groups.*

Personal communication. A senior Carter Capital Management specialist is available to discuss your investment questions. (So if you call us, you will get a live person, not an automated telephone system.)

Proven experience. Lynn Carter has successfully managed institutional and individual portfolios valued in excess of $5 billion dollars.

Customized strategy. Your investments are managed to achieve your personal investment objectives. Each Carter Capital Management client has a unique investment portfolio that can include traditional investment products and advanced sophisticated strategies.

*Registered Rep Magazine (September 2008 issue), Fortune Magazine (March 31, 2008 issue).
Toll Free:  +1 877 217 3341


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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