Investment Strategy
and Management

Personal Financial and
Estate Planning

Other Advisory Services

Institutional Advisory

Wealth Management Team

At Cary Street Partners, we focus on preserving and growing our clients’ net worth by combining our expertise in portfolio construction and manager selection with carefully designed financial planning strategies tailored to our clients’ objectives. We are a manager of managers, focused on providing risk-adjusted returns that match our client’s profile.

Our business model is based on a few key tenets:

Senior Level Thinking for Every Client, Every Time
What sets Cary Street Partners apart is the access we give our clients to top-level advisors. We’ve not only attracted respected industry leaders, we’ve also created a structure that allows them to work directly on our clients’ business.

Bringing Institutional Money Management to High-Net-Worth Individuals and Endowments
Historically, only the largest institutions had access to sophisticated analytical tools and portfolios. At Cary Street Partners, we bring this sophistication to high-net-worth individuals and smaller endowments, creating custom portfolios to meet our clients’ needs.

Taking an Integrated Approach to our Clients’ Portfolios
High-net-worth clients may have a broad range of investments, from concentrated equity investments to hedge funds to privately held business interests and real estate. At Cary Street Partners, we know that proper portfolio construction requires an in-depth understanding of all these investments and their impact on things such as liquidity needs, overall returns and tax and estate planning. We always look to incorporate a client’s entire portfolio into our analysis and advice.

Single Point of Contact for All of Our Clients’ Financial Needs
The financial services world is awash in financial advisors and specialists, often making the choice of an advisor very difficult or necessitating the hiring of multiple advisors. At Cary Street Partners, we serve as a quarterback for our clients, providing them with one point of contact for all their financial needs. We accomplish this by providing a broad range of in-house specialists as well as best-of-breed outside partners to deliver the best solutions for our clients.