Carr & Associates, Inc.

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Safety, Income and Growth
Using High Grade Convertible Securities

Introduction

Carr & Associates, Inc. is an 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 20 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 info@carrconverts.com  Or, phone us at 646-419-4039..  Our mailing address is: Carr & Associates, Inc., 47A Linn Drive, Verona, NJ 07044. You can reach us via fax at: 908-934-9205

 

Investment Discipline