MICHAEL S. CARRIER & ASSOCIATES, INC.

Overview

Michael S. Carrier & Associates, Inc. is an owner-operated corporate RIA that provides discretionary portfolio management primarily to individuals and families, including small-business owners. The firm is led by Michael S. Carrier and runs a compact advisory model that charges a mix of percentage-of-AUM and fixed fees. Investment activity is skewed toward publicly traded equities and exchange-traded products; the firm shows a clear preference for liquid equity exposure and uses these instruments as the core building blocks of client portfolios. The advisor does not position itself as an ESG-focused or multi-state specialist and identifies its primary advisory activity as portfolio management for individuals and small businesses.

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Public Holdings

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Location & Offices