Advisor at Carey Investment Solutions LLC
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Firm
Carey Investment Solutions LLC
Location
Philadelphia, PA 19107
Credentials
CFA®
Industry experience
13 years
Michael Carey is a CFA charterholder and the sole advisor at Carey Investment Solutions LLC, an independent firm based in Philadelphia, PA. He has 13 years of industry experience and has led his firm since 2012. Carey Investment Solutions provides wealth management and discretionary portfolio management services to individuals and high-net-worth clients. The firm emphasizes fundamental analysis with a long-term investment horizon while employing active management and the occasional use of margin borrowing to optimize portfolio timing and allocations.
1.00% annually, billed quarterly
Fee-only: Fee-based advisory firm, fees charged solely to Clients
100 East Penn Square, Mindspace Suite 402
Philadelphia, PA 19107
Pennsylvania
Carey Investment Solution, LLC
2012 - Present (14 years)
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