Our Investment Philosophy
SM Carlton Advisory has a relentless focus on building wealth over the long term for its clients and their families. We accomplish this by owning quality, well-run companies in industries with years of growth ahead to generate returns that outperform the S&P 500.
The American stock market has been one of the best engines of wealth creation over the past 100+ years that the average retail investor has access to. Up until recently, there wasn’t a rolling ten-year period that experienced negative returns. That statement still holds true for twenty-year holding periods. At SMCA, we believe outsized returns can be earned through patience. We invest in companies, and don’t “buy stock tickers.”
We seek to partner with clients whose aim is to invest funds that aren’t required for daily life for the next three years, but ideally longer. It is the best protection against the fear of market volatility and downturns.
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SM Carlton Advisory LLC
