Carson Group Expands Investment Platform with Addition of Quality Beta Investing


Carson Group has again expanded the comprehensive investment platform that allows our Partner advisors to provide an exceptional investment experience to their clients. We are excited to announce that Quality Beta Investing (QBI) is now a part of Carson Group.

QBI brings an additional investing approach and proven strategies with an excellent track record to our platform. Enhancing the investment platform and providing additional portfolio options to our partners and their clients, the QBI strategies focus on a systemic, quantitative process and low volatility. The addition of QBI also adds two experienced portfolio managers to the Carson Group Investment team: Rick Jaster, CFA, Director of Systemic Equities and Nick Joyner, Senior Investment Analyst.

The GIPS-compliant QBI suite of strategies provide additional allocation strength to increase client satisfaction through a lower-risk equity portfolio. “Our focus is always to allow our partners to deliver the right options at a lower cost to clients. To that end, we have a forward-looking approach to enhance our investment platform, through both technology and offerings,” said Scott Kubie, CFA, Chief Investment Officer. The QBI strategies are available to partners for no increase in investment or management fees.

This pro-active approach to broadening our investment platform demonstrates Carson Group’s commitment to continually enhance value for our Partners and the clients they serve.