Investment Management Services

At Carl P. Sherr & Co., LLC we offer both brokerage and investment management services. We take an active role in the management of your assets with our investment management services.

We offer a personalized approach to active investment management to meet the individual needs of our clients. We recognize the uniqueness of your situation and customize a tailor made investment plan to meet your needs. We take on the responsibility for your on-going portfolio monitoring and management. Our asset allocation strategies include the use of:
• mutual funds
• individual stocks
• exchange traded funds
• certificates of deposit
• Corporate and municipal bonds.

We are able to provide investment management for multiple types of accounts including:
• Brokerage accounts
• Retirement accounts - Contributory IRAs, Rollover IRAs, Roth IRAs, 401(k)s
• Education accounts - 529 plans, custodial UGMA/UTMA accounts, Coverdell IRA’s.

We also offer independent reviews of retirement plans including 401(k), 403(b) and 457 allocations.

Communication and education are two of the critical ingredients to a successful investment plan. We take pride in that we provide regular communication to our clients through regular review meetings, quarterly newsletters including a review of the markets and customized reporting as requested.