Research and Strategies

Founded in 1970, Carty & Company has continuously served as a partner in education with our clients. The value of experience in the Research and Strategies Department is the cornerstone of our clients’ success.

Providing Weekly Market Updates and Videos discussing the economy, fixed income and equity markets, our clients have access to the most important financial news affecting their portfolios.

The department’s industry expertise enables clients to understand fixed income and economic trends, identifying new opportunities where there is relative value in the marketplace to maximize the amount of yield vs risk in their portfolio holdings. Our goal is for every client to understand the details of individual securities, relevant risks, rewards, and influences to the value of their portfolio.