About Carvallo Trading Assets

Your trusted partner in asset management and investment.

We provide customized wealth management services to private individuals, retirement plans and non-profit organizations. The Firm has expertise in equity and fixed income securities and in selecting outside hedge fund managers.

We manage each portfolio separately according to a client's unique investment objectives. A seasoned portfolio manager and an experienced portfolio administrator are the client's primary contacts.

Our team of portfolio managers average 35 years of experience and works directly with each client to determine their investment goals and objectives.

We utilize sophisticated portfolio management, research, trading and client reporting systems.

The Firm's investment sophistication and high level of service have enabled us to grow nearly exclusively through client recommendations.

CARVALLO TRADING ASSETS LIMITED

Expert asset management solutions.

Services

Expert asset management solutions.

Wealth Management

Wealth advice begins with understanding our client's particular circumstances and near, intermediate and long-term financial goals.

Our partners have 35 years average experience shepherding client investment capital through some very challenging market environments. We are involved with helping clients to plan for life events, establish financial goals and priorities, tax-efficient generational wealth transfers and overall personal financial planning. Each client relationship is serviced by an experienced portfolio manager and at least one member of our client service team who have an average of 15 years of experience. Our mission is to present wealth advice in clear and concise terms. Our commitment is to execute solutions across market sectors in changing and challenging environments in accordance with our fiduciary role.

Our investment process is composed of four main elements:

• Asset Allocation between equity, fixed income, cash and alternative assets for a given portfolio are established to best achieve client goals and meet income requirements. The mix is periodically adjusted based on changes in client needs as well as the changing risk/reward between the various asset classes.

• Equity Management focuses on constructing a diversified portfolio of growth and high dividend-paying companies that have compelling qualitative and quantitative characteristics.

• Fixed Income Management focuses on maximizing interest income while minimizing risk to principal. Our conservative approach reduces price volatility and credit risk.

• Hedge Funds provide an alternative investment with equity-like returns generally not correlated with the stock market.

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CARVALLO TRADING ASSETS LIMITED offers comprehensive financial planning services designed to meet the specific needs of each individual and family. We combine our expertise and personalized services to deliver strategic and uncompromised recommendations that are in the best interests of our clients. Our mission is to provide focus and clarity where our clients may see complexity.

Our seasoned financial planners work with you to understand your unique needs and help you to determine your time horizon, liquidity needs, constraints and risk tolerance to define and prioritize your goals. Based on those goals and objectives, we develop a comprehensive financial plan and work with you and your team of professionals to implement it. We continually monitor progress towards your goals, ensuring that the strategy implemented remains appropriate and optimal to achieving those goals.

Investment Management

Financial Planning