CARNEY PORTFOLIO MANAGEMENT INC.

Overview

Carney Portfolio Management Inc. is a small, client-focused registered advisory firm that centers its investment work on discretionary portfolio management for individuals, families and small businesses as well as for business and institutional clients. The firm’s stated preference is for equities, with a material portion of assets held in exchange-traded securities and separately managed equity strategies. Fee arrangements include a percentage of assets under management as well as hourly and other charging structures, which supports both ongoing relationship-based management and project or consulting engagements. The firm is affiliated with the insurance industry and operates under individual ownership. It does not position itself as an ESG investor and is not organized as a multi-state advisory platform. Investment activity emphasizes liquid public markets for core exposure while using third-party alternative managers to add diversification and return enhancement where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices