Institutions & Corporations

Corporate and institutional investors cannot put their organization’s money at unnecessary risk.

That’s why you need capital management advisors that have handled billions of dollars in assets like the founder of Carter Capital Management. Whether you are looking for short-term or long-term investment strategies, Carter Capital Management offers a variety of options to improve your business’ liquidity while taking into account risk variables.

Carter Capital Management has many years experience with corporate cash management, investment planning and strategy, tax reduction and other financial management options.
The institutional strategies we used to help large organizations and large public funds, which generated record revenues and savings of over 15 billion dollars, can be utilized for your organization.

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DBA Carter Capital Management, Marilyn Carter is a Registered Representative of and offers securities through Regal Securities, Inc., member FINRA/SIPC. Advisory Services offered through Regal Advisory Services, Inc. Carter Capital Management is not affiliated with Regal Securities, Inc. or Regal Advisory Services, Inc.