Barry Gilbert, portfolio manager with the Carson Group, sat down with WealthManagement.com to talk about why the firm is risk-on right now, why it prefers ETFs over mutual funds and what’s different about this market cycle.
Carson Group, an Omaha, Neb.-based RIA with a total AUM of $37 billion, has been around for almost 40 years. Today, it includes Carson Partners, a non-custodial RIA support network; Carson Coaching, which provides coaching for financial advisors; and Carson Wealth, its wealth management practice that also offers retirement planning.
The firm’s model portfolio, launched in late October 2022, has approximately $2 billion in AUM today.
We spoke with Barry Gilbert, the firm’s portfolio manager and vice president, about Carson’s investment philosophy and the options included in its model portfolio.
