The Carson Group


We are a team of experienced and competent investment professionals, who believe that principles of accountability and transparency are always the best policy in regards to working with clients. 

It is our responsibility to discover the utility of our client's capital and then implement the most  prudent structures to sustain their wealth over time. The investment approach is intuitive and adaptive rather than fixed and mechanistic.

The great secret for long term investing is to avoid serious losses. Managing market risk is the primary objective of investment management. 

Latest Blog Posts

Crosscurrents buffet U.S. dollar and Treasury market

Jan 29, 2026 | Atul Bhatia, CFA

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.

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Davos ’26: Making sense of a new world order

Jan 28, 2026 | John Stackhouse

The World Economic Forum this year became a tale of two Davoses. Inside the main Congress Centre, a record number of attendees, including...

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