Unique Solutions for Business Owners
Our Products and Services are Designed Especially For Your Small to Midsize Business
Carter Capital Management can help you and your employees with financial solutions that work by taking you and your employees to the next level of financial success.
By offering great benefits and retirement plans, you attract highly talented people who are local and dedicated to you and your business.
Carter Capital Management has years of experience with corporate cash management, strategic investment planning, tax reduction, and other financial management options. This includes exploring best options for your defined benefit or contribution plan. This encompases: Simplified Employee Pension Plans (SEP), 401K Plans, Employee Stock Ownership Plans, and Profit-Sharing Plans.
We can also advise you on transition planning options to exit your current business when the time is right.
Corporate Investing & Business Cash Management Services
Carter Capital Management maximizes financial assets to ensure financial productivity and security.
Here are a few ways we can help:
- Treasury Management
- Short-Term and Long-Term Investment Strategies
- Account Receivable Analysis and Optimization Strategies
- Seasonal Cash Flow Investment
We understand that your financial portfolio is critical to your success, that is why we treat each person, and every business as a unique entity creating an individualized plan that works.
CARTER CAPITAL MANAGEMENT PROVIDES INVESTMENT SERVICES PRIMARILY TO HIGH-NET-WORTH INDIVIDUALS, PRIVATE AND PUBLIC PENSIONS PLANS [401(k), 403(b)], ESOP, SEP, SIMPLE, FOUNDATIONS AND ENDOWMENTS, AND OTHER TYPES OF “INSTITUTIONAL” ACCOUNTS.
Retirement and Benefits Consulting Services
We provide the critical services of analyzing your objectives and risk tolerance, crafting an investment policy statement, establishing long-term asset allocation strategies, searching for appropriate money managers, monitoring and rebalancing the portfolios, and evaluating the money manager’s progress.
When building a retirement plan for private and public companies, every plan requires a Third Party Administrator (TPA). A TPA can provide either bundled or unbundled service, which determines who handles the tax reporting. With our in-depth knowledge of each investment platform, we are able to find the TPA that is right for you.
After the process has been completed, we help you understand how your investments are performing relative to your original goals. We will provide consulting services to 401k and pension plans.