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Are you ready for advanced portfolio management?
Caris Investment Partners
Caris Investment Partners believes that achieving long-term financial success requires an investment philosophy that grows and protects financial assets. Our investment doctrine seeks to protect capital against severe down markets while ensuring portfolios are positioned for growth in up markets. We believe active, transparent, rigorous management and comprehensive risk controls create value for investors.
Our clients demand more insight, depth, and sophisticated management than that provided by the average Wealth Manager….and we strive to give it to them. Over a quarter century of formal training in Equity Trading, Research, and Portfolio Management allow us to furnish investors with assiduous, methodical money management. We work closely with each of our clients to understand their financial needs and risk appetite. Whether you are looking to grow your assets for an early retirement, ensure proper educational funding for your children or grandchildren, or simply looking to preserve your hard-earned wealth for future generations….we can help.
Want peace of mind that your financial future is in good hands?
Why Caris Investment Partners?
Tailored Portfolios
Rigorous Investment Approach
More Than
25 Years Experience
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Retirement Planning
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Education Funding
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Generational Wealth Transitions
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Planning for Large Purchases
TD Ameritrade
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One of the Worlds Largest custodian firms ($1.4T in Assets)
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24/7 Client Access (Mobile/Desktop)
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Simplified money transfer
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Debit cards
Corporate Clients
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Cash Management
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Employee 401k Plans
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Defined Benefit Plans
Complimentary Portfolio Reviews
Are you worried about the performance of your current portfolio? Do you feel as if you are experiencing too much volatility? Often choices made in a 401k plan or IRA earlier in life are not the right choices for today. It is important to continually update your asset mix, as well as your individual security mix, to ensure investment harmony with your changing lifestyle and goals. We are here to help. We offer complimentary portfolio reviews that can assist you in ascertaining the performance of your investments, whether you are taking on too much risk, and where you may be getting hurt by hidden fees. Contact us using the form below for a free, confidential investment portfolio evaluation.
CONTACT US
For any inquiries, please call or email us:
(760) 454-9675 | Info@carisip.com
Alternatively
you can fill in the following contact: