Carlson Investments Email Format

Investment ManagementNew Hampshire, United States11-50 Employees

Carlson Investments is an investment management firm based in Concord, New Hampshire, established in 1989 to provide investment management services to institutions and individuals. It operates as an independently owned registered investment adviser under the Investment Advisers Act of 1940. The firm relies on a portfolio management team with more than a century of combined experience to guide client portfolios. A supporting group of professionals focuses on client service, account administration, research, and trading to back investment decisions.

The organization serves a mid-sized client base in the investment management space, combining experienced portfolio management with a dedicated service team for both institutions and individuals.

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