Carosa Stanton Asset Management, LLC is a Registered Investment Adviser headquartered in wonderful Western New York. We specialize in providing exclusive private independent investment counsel to individuals, trustees, and retirement plan fiduciaries. Our new office (pictured above) can be found at the cozy crossroads in the hamlet of Mendon, New York.
We continue to be a leader in using techniques derived from behavioral economics to help diminish downside risk and reduce fiduciary liability. With our veteran experience, we offer the Next Generation in Investment Management.
We continue to be a leader in using techniques derived from behavioral economics to help diminish downside risk and reduce fiduciary liability. With our veteran experience, we offer the Next Generation in Investment Management.
Services
Carosa Stanton Asset Management, LLC was the first regional investment adviser to employ techniques derived from behavioral economics. Yet, we have long admired the personal attention offered by traditional bank trust officers. By combining these two elements, we've been able to keep our clients on the leading edge while, at the same time, develop an intimate bond with them.
And Increase Your Chance to Achieve Better-Than-Average Performance. How many stocks do you need to hold to avoid over-diversification? What's the point of holding hundreds of stocks when all it becomes is a proxy for the market? Indeed, Warren Buffet has said, I cannot understand why an investor would put money into a business that.
With more than thirty years veteran experience in investing, we've seen an industry transform itself from personalized hand-holding to selling commoditized hi-tech products. Financial service providers have moved away from focusing on the unique one-of-a-kind goals of each individual client to pushing a boilerplate formula all in the name of "optimization."
We use a time-tested process to best align client goals with client investment objectives. The process derives from the standard procedures long used by traditional bank trust officers as well as from techniques derived by the latest research in behavioral economics. This combination allows us to offer you the most advanced investment management practices we can.
Like most businesses, Carosa Stanton has characteristics that differentiate it from its competition. Some of these differences merely make us a more attractive choice, while other differences allow us to communicate to our prospects that we are the best option for them. We've grouped our differences into three distinct categories.
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