Experience. Advice. Guidance.
Carmichael Creel Investments is an investment advisory firm providing full service portfolio management for individuals, corporations, trusts, and retirement accounts. The firm was established in 1993 in New York City by Claude Carmichael CFA, a veteran of Wall Street. The company serves clients across the United States. Carmichael Creel Investments specializes in individualized management of each client’s portfolio with a mix of equity, fixed income, and short-term cash investments.
What We Offer
At Carmichael Creel Investments, we provide personalized advice and custom portfolio management to achieve financial goals for individuals, retirement accounts, trusts, pension plans, and corporations. Each client’s portfolio is invested individually in accordance with the needs of the client and the investment philosophy of the firm.