Diversify-Diversify-Diversify

Diversify.  Diversify.  Diversify. It’s one of the key concepts for investors to understand. Most are familiar with the adage “don’t put all your eggs in one basket”, and diversification is essentially the same concept. We’re not dogmatic about investors needing to own certain asset classes.  Some of those asset classes have been dogs for years…

Portfolio Manager Position

Investment Advisor/Portfolio Manager Adell, Harriman & Carpenter, Inc. is an independent, fee-only investment management company, dedicated to providing our clients a comprehensive financial home using customized personal services and a diversified, long-term investment philosophy. The Portfolio Manager position is a mid-level role on the professional career path within our firm. The primary focus of the…