Carr & Associates, Inc. is an SEC-registered investment advisory firm
serving clients seeking a
balance of safety, income and growth. Since its founding in 1989, Carr & Associates has specialized in the management of individual portfolios of high grade
convertible securities. We also offer customized management of fixed
income portfolios.
Because convertibles are part fixed income and part equity their
performance can participate in the gains of both the stock and bond market
while, typically, avoiding most of the declines in either.
Admittedly, our performance lags that of the stock and bond markets when
they are booming, but when either market falters or has only modest gains,
the clients of Carr & Associates can realize superior results.
The chart below illustrates the stability of our clients' returns over the
19+ years we have been managing client accounts.
Carr & Associates'
investment advisory services are available through a number of brokerage
and financial planning firms. Minimum account size is
$50,000.
If you would like to discuss a Carr & Associates portfolio of high grade
convertibles with a broker or financial planner we would be happy to
provide you with some names. Contact us via e-mail to mfcarr@carrconverts.com Or, you may phone
or fax us at 609-785-5365. Our mailing address is: Carr &
Associates, Inc., 100 Middlesex Boulevard, Suite 150, Plainsboro, NJ 08536.
