Carswell Investments, LLC

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Carswell Investments, LLC Overview

Type

Multi Family Office

Year Founded

2011

General Information

Carswell Investments, LLC is a multi-family office headquartered in East Syracuse. Founded in 2011, the firm traces its wealth to founder Steven R. Pickard’s two-decade career in investment advisory and portfolio management. It provides tailored wealth management, institutional advisory and retirement-plan services to affluent families and select organizations, overseeing more than $300 million in assets—deploying evidence-based strategies across diversified portfolios.

Contact Information

Website:
https://carswellinvestments.com

Year Founded:
2011

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
East Syracuse, NY, United States

Portfolio & Notable Allocations


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Carswell Investments Llc | East Syracuse Multi Family Office | Altss