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Carmichael
Hill & Associates (CHA) has been a fee only investment
advisory firm for small and mid-size groups and individuals since
1989. Carmichael Hill's mission is to make every individual investment plan work in terms of performance at a selected risk
tolerance and accomplishing specific objectives for the client. To make this happen, we focus on these three areas:
Tailored Investment Plan
The Tailored Investment Plan is essential to our working relationship and establishes the purpose and plan for each investment. The plan is reviewed quarterly and adjusted as
needed.
Communication
The quality and clarity of communication and how well it works in keeping both the client informed about the
status of the plan and CHA informed about the changes in the client situation is at the top of the importance scale for us.
Taking Care of Basics
Discipline is the key to success over the long term for most investment plans. Monitoring and adjusting the
plan as needed is necessary maintenance. There are always jobs that need doing to maintain an investment plan. CHA works to make sure all the jobs get done to keep the plan running at
top performance. We will work with you to find the balance of support and control you want in the plan of your choice. CHA can bring your concerns into focus and identify your
options. We invite you to E-mail us if you want to learn more.
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