In addition to a full range of products and services, Carter, Terry & Company, Inc. offers its clients a relationship built upon integrity and trust. By adhering to a set of principles that we believe in strongly, we maintain a solid reputation for sound investment strategies and superior client care.
- We are in the business to serve our clients. We believe that if we put our clients’ interests first, our own success is assured. Our reputation is our most important asset.
- We consider our size and independence a necessity. Being a full-service firm allows us to serve our clients’ interests with a wide array of products, strategies, and solutions.
- We have access to any product or service that a major wire house may offer. Our goal is to find the right investment solutions for our clients.
- Our clearing firm, RBC Correspondent Services, is backed by the Royal Bank of Canada, which is ranked by Global Finance Magazine as the 10th safest bank in the world.
- We expect our employees to maintain high ethical standards in every aspect of their lives, both professionally and personally.