Since 2005, Carlton Hall Asset Management have been investment advisers with a simple philosophy in mind: personalized service based on tested principles. We’re ready to help you navigate your future.

THE PHILOSOPHY

We believe in an investment adviser process that is:

Since 1995, the investing community has pursued ever more complex financial instruments that often have dubious results, all while creating an ever-widening gap between investment advisers and their clients.

At Carlton Hall Asset Management, we believe in simple plans executed with discipline over time. We believe in consistency over impulsive financial methodologies that shift with the wind in tune with the latest trend or punditry.

By leveraging a strategic consistency regardless of the market landscape, we strive to deliver superior risk-adjusted returns over time for you.

THE GOAL

Our philosophy as investment advisers is fueled by a mission to help our clients. It is defined by four key principles

Consistency

To embrace a consistent
investment strategy, regardless of the market landscape

Growth

To grow your investments
over time, not by chasing returns but by employing a methodical, data-driven strategy.

Dedication

To monitor your investments against a catastrophic loss of capital, and help to build a margin of safety around your lifestyle

Service

To provide an exceptional
client service experience tailored around you and your personal preferences.

Consistency

To embrace a consistent
investment strategy, regardless of the market landscape

Growth

To grow your investments
over time, not by chasing returns but by employing a methodical, data-driven strategy.

Dedication

To monitor your investments against a catastrophic loss of capital, and help to build a margin of safety around your lifestyle

Service

To provide an exceptional
client service experience tailored around you and your personal preferences.

THE DISTINCTION

What makes us different from other investment advisers?

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Access

A phone call, email or text is the only thing separating you and one-on-one attention. At a moment’s notice, we’re ready to help, face to face.

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Experience

Our process has been built and refined over the course of 23 years, through good and bad markets. This is based on Mr. Hall’s career insights, begun in 1995.

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Transparency

There are no smoke or mirrors. We are completely candid about our process and your potential. We carefully explain our rationale. Also, we avoid derivatives, futures, or other complicated instruments.

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Customization

We work with you to build a customized investment portfolio that’s as unique as you are. There are no off-the-shelf solutions.

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Tax efficiencies

CHAM seeks out tax efficiencies that are specific to your individual circumstance, allowing you to maximize your benefit.

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Scalabiity

Regardless of the account value, our principles hold true. Plus, they’re engineered to grow as your value grows.

COMPENSATION & FEES

Our interests are aligned with the client

As investment advisers at Carlton Hall Asset Management, we believe in and follow the philosophy of Fiduciary duty, meaning that we have a legal responsibility to put the interests of our clients before our own.

That is why we’ve chosen a fee structure based on the percentage of assets under management. Our success is linked to yours. This percentage may vary based upon the amount of assets under management.

Our interests are aligned with the client

Fees are negotiable

We do not accept any compensation from any financial firms to use investment products

Investment advisory services are offered through Carlton Hall Asset Management, LLC, a Registered Investment Advisor in the state of North Carolina. Investing always involves risk and possible loss of capital. Past performance is not indicative of future results.