Investment Platform Built for Flexibility
The right mix of investments to power your story.
Support for Every Type of Financial Advisor
Be the advisor you want to be, no matter your investment management style. You’re the full decision maker, and we’re here to provide support every step of the way.
Invest in What You Know
From passive ETFs to alternatives, we partner with asset managers you’re familiar with.
Solutions for Every Need
The platform is curated, not constrained, and expands with the needs of your clients.
Expert Guidance
Custom advice from our team on how to get the most out of your asset allocations
ASSET MANAGERS
Save time and simplify your models-based practice with a platform that’s curated, flexible and scalable.
Advisor-Managed Portfolios
Co-Sourced Allocation Models
Pro-Sourced Portfolios
Curated
Tight selection of investment choices that have undergone rigorous due diligence and are constantly monitored for suitability.
Flexible
Interact with our platform however you want. Do your own allocations, have us work alongside you, or let us handle all the management. Mix and match anywhere along the spectrum, anytime you want.
Scalable
The Model Allocation Builder makes it simple to build and monitor client models, and apply them quickly across large groups. No more making allocation changes one account at a time!
Meet the Carson Investments & Research Team
Advice & Support
- Thought leadership from industry-leading experts
- Macro Morning call
- Daily market updates
- Marketing commentaries
- Timely and timeless article and video content
- Facts vs. Feelings podcast
- In-depth context during marketing-moving events
- Direct support via phone or email
Investments Insights
Managed Solutions
Building Blocks
Create your own portfolios from 150+ funds along with asset allocation advice.
Fully Outsourced
Simplify by going all in on an expertly-managed House View solution.
Download the Carson Investment Guidebook
See every strategy, product and provider –
along with our investment philosophy.
Dynamic Investment Dashboard
Whether you’re looking for the latest market news, research on an investment strategy or our new house views, it’s all in one place – built right into your Carson tech stack.
Get Expert
Market Insights
The Carson Investment Research weekly newsletter offers up-to-date market news and analysis that could help you serve as a better guide for your clients. Subscribe today!
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