What the Investment Process Looks Like at Carson

Posted on March 23, 2021

What comes first: investment strategies or financial plans? In this “chicken and egg” debate, Carson’s investment team believes investments are critical to putting the financial plans you’ve built for clients into motion.

By offering over 75 different strategies, we provide advisors with optionality and diversity to fit clients’ unique interests and goals. Join our investments team for a special prerecorded Q&A session to learn more about these offerings.

Carson Chief Investment Officer Saumen Chattopadhyay and Investment Strategists Scott Kubie and Sonu Varghese answered questions from the virtual audience and discuss:

• Investment strategies Carson offers
• The investment research and selection process
• What partners receive from the investment team