Carr Financial Group Corp.
Carr Financial Group Corporation is an independent, SEC-registered investment advisory firm headquartered in Worcester, Massachusetts. Founded in 1990, the firm provides comprehensive wealth management, retirement planning, financial planning, and investment advisory services. With a team of approximately 8-10 employees, Carr Financial Group primarily serves individual clients, including both high-net-worth and non-high-net-worth individuals, and a small number of charitable organizations and businesses. The firm is led by founding partner Richard Carr, with a focus on helping families and individuals achieve long-term financial goals.
Investment Strategy
Carr Financial Group offers personalized investment advisory services tailored to each client's goals and risk preferences. The firm provides discretionary portfolio management, constructing diversified portfolios with a focus on long-term growth and preservation of capital. Investments typically include a mix of equities, fixed income, and other asset classes, and client portfolios are regularly monitored and adjusted. The firm places strong emphasis on individualized planning, retirement solutions, and coordinated wealth strategies for families and individuals, reflecting a holistic, client-centered approach.
Top Holdings
Equity Positions (187)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 8.50% | $31.0M | 416,423 | $72.72 | $74.37 | +$6.1M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.07% | $25.7M | 119,281 | $187.50 | $215.79 | +$8.9M |
I IQLT | ISHARES TR | 6.87% | $25.0M | 566,384 | $41.98 | $44.19 | +$3.7M |
E EMXC | ISHARES INC | 5.57% | $20.3M | 300,268 | $60.65 | $67.51 | +$5.0M |
V VTI | VANGUARD INDEX FDS | 4.48% | $16.3M | 49,744 | $213.79 | $328.17 | +$1.4M |