Carswell Investments, LLC

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Carswell Investments, LLC Overview

Type
Multi Family Office
Year Founded

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

Year Founded:

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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