About Us

At the Careau Investment Group our goal is to serve the long-term financial interests of our clients by preserving and growing their capital in a tax efficient manner.

Since 1987 we have used fundamental security analysis and balanced investment discipline to prudently manage individual, customized stock and bond portfolios and mutual fund portfolios.

We apply our service-oriented philosophy to a very select group of clients who desire a highly qualified financial advisor. Our sole focus is on safeguarding the long-term financial objectives of our clients. Recognizing that each investor is unique, we seek to develop and implement a long-term plan that is specific to your situation, designed to preserve capital first, grow it second and provide for supplemental income for your lifetime.

We strive to provide a level of service and attention that meets your needs and exceeds your expectations. I invite you to learn more about our firm on this website or by contacting us at: (401) 765-8880.

The Value of Independence

Unlike many of our competitors, Careau Investment Group is an independent financial services firm. Independence means we are neither required nor additionally compensated to sell a Broker/Dealer’s proprietary products or use its research. Therefore, independence eliminates this conflict of interest when recommending particular investments and strategies. Independence gives us the opportunity to offer what we believe to be the best investment vehicles and strategies for our clients. It gives us the flexibility to seek specific solutions from among a larger universe of investment options, and the freedom to create strategic alliances to provide services that might otherwise be unavailable. Independence, we believe, is critical to helping clients objectively reach their goals.

BNY Research and Commentary

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