Investing Guided by Goals
and Backed by Experience
Welcome to Carter Investment Management
Let our wealth of experience and personalized service guide you toward your goals. We are committed to supporting you every step of your financial journey. We combine over two decades of industry knowledge and a deep understanding of your financial aspirations as we help you make strategic and informed investment decisions.
Retirement Planning
Retirement is a significant milestone, and we understand the importance of planning for it with care.
Portfolio Management
Our team will work closely with you to create and maintain a portfolio that aligns with your risk tolerance and goals.
Investment Management
Investing wisely is key to building and preserving wealth. We tailor our services to your unique financial situation
Education Planning
We help you understand savings options, such as 529 plans and education savings accounts, and create a customized plan.
Powered by LPL Financial
As financial advisors within LPL Financial’s employee advisor channel, we have access to a wide range of resources and tools that enable us to create personalized financial strategies. This includes robust financial planning software, market research, and investment analysis tools, as well as a diverse selection of investment options from various providers.
This alignment of interests fosters a relationship built on relationships and transparency, enabling us to develop personalized strategies that truly address the unique needs and circumstances of each individual client. Additionally, ongoing professional development, training, and compliance support help us stay updated on industry best practices, regulatory changes, and financial planning techniques.
Discovery
We start by getting to know each other, which allows us to understand your unique financial goals and situation.
Customization
We analyze your information in detail to design a personalized financial plan that addresses your specific needs.
Execution
With your approval, we meticulously implement your custom financial strategy using our robust resources.
Management
We prudently monitor and manage your plan aiming to ensure it stays aligned with your goals and adapts to any changes in your life.
Scott Carter
Vice President, Investment Manager
I am a seasoned professional ready assist you in making effective financial decisions. I look forward to meeting you and creating a financial plan centered on your goals, needs and plans. After graduating from Brigham Young University...
Renee Cole
Registered Client Service Associate
Renee Cole began her career in the financial services industry in 2002, bringing with her a strong background in customer service. With no prior experience in finance, she took a leap of faith and accepted a position as a Client...
Value vs. Growth Investing
