Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Asia/Pacific (APAC)Emerging MarketsEuropeFrontier MarketsMiddle EastNorth America
- Typical ticket
- $2m–$10m
- AUM
- Undisclosed
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Carter Financial Management is an independent wealth management firm based in the United States with over 40 years of experience, primarily focusing on personalized financial planning and portfolio management. Operating under Raymond James Financial Services, the firm emphasizes client education and community involvement while providing expert advisory services.
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- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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