Carriage Services Investment Advisors, Inc.

Overview

Carriage Services Investment Advisors, Inc. is an institutional registered investment adviser that primarily serves institutional clients. The firm is organized as a corporation and has been SEC-registered since 2012. Its business model is fee-based (percentage of assets under management) and its advisory work is concentrated on portfolio management for pooled investment vehicles. The adviser is not characterized as an active ESG investor and is not structured as a multi-state or pension consultant adviser. The firm is not presented as a capital allocator in the traditional sense but does employ third‑party external alternative managers and operates within a pooled-vehicle framework.

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Public Holdings

Investments & Alternatives

Location & Offices