Financial Advice

Financial Advice

Carmichael Creel Investments provides personalized portfolio management 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. Our clients receive a quarterly statement of their account’s positions, as well as overall performance reports. At year-end, our clients receive capital gains reports with details of each transaction to help guide them in preparing for tax time. At the client’s request, we can coordinate directly with tax preparers in order to make filing taxes as easy as possible.

One of the founding principles of Carmichael Creel Investments is that our clients should understand their investments and have access to the person making decisions about their portfolio. We believe investors should have an investment advisor who can help them understand what their investments are and make it easy to understand how their portfolio is performing. To that end, Carmichael Creel Investments provides reports and statements that are easy to understand, along with quarterly letters written in plain English, not financial jargon. Personal conversations, by telephone or in meetings, can easily be arranged to complete the personalized service that we are committed to provide.

Carmichael Creel Investments only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.


Our Personalized Approach

Before we invest your money, we review your current financial situation and help you define your near and long term goals. We take into consideration your tolerance for risk and market volatility. We then create a customized investment plan using a diversified mix of asset classes. We continuously monitor portfolio performance against your stated goals and risk tolerance and communicate adjustments and progress on a regular basis.