OUR CLIENTS
Educational Goals
Cartera was founded for those clients who are focused on a particular educational goal for children or grandchildren. With the high cost of both college and secondary education the need for proper planning is paramount. We can help guide thru the financial instruments available and how to best support the educational goals of your loved ones.
Financial Planning
Financial Planning goes well beyond educational goals or retirement. We help our clients with a fee based financial planning that can help you achieve your goals, no matter if that is buying a new home, a new addition to the family or any new adventure. Our planning is based on quarterly updates so that we can help adjust plans to ensure your success and deal with any challenges life throws your way.
Asset Management
For those who are more interested in results than in managing investments, Cartera offers a flat fee asset management service. Using our extensive experience in risk management and financial markets, Cartera will best position your investments for steady wealth creation and compound growth. Designed for the active investor who wants to maximize their returns without paying the high fees common in the industry, contact us if you are interested in seeing how we can partner to take you to the next level.
Need more details? Contact us
At Cartera Investments, we are committed to providing our clients with the highest level of service and support. If you have any questions or would like to learn more about our investment solutions, please don't hesitate to contact us by phone, email, or via our social media channels.