CLIENT LOGIN TO TD AMERITRADE INSTITUTIONAL
Brian Carruthers & Associates has chosen to custody client assets with TD Ameritrade Institutional. TD Ameritrade is dedicated to providing investment advisors with world-class solutions designed for cost-effectiveness, efficiency, and accuracy. Through TD Ameritrade our clients have the transparency of 24/7 internet access to their accounts.
BECOME A BRIAN CARRUTHERS & ASSOCIATES CLIENT
We are dedicated to providing you with portfolios and investment strategies that best meet your financial needs. That is why every client relationship starts with a one-on-one consultation with Brian. To request an introductory meeting, call Brian Carruthers & Associates directly or send an email request.
Our Portfolios
For over 30 years, we have assisted individuals and families in California and throughout the U.S. to achieve their financial goals utilizing a conservative approach to investing designed to minimize losses in bear markets and maximize gains in bull markets.
MANAGED INCOME PORTFOLIO
This is our most conservative portfolio. It is designed for investors where income and safety is of paramount importance.
INCOME & GROWTH PORTFOLIO
This portfolio is designed for investors who desire income with some modest growth potential.
MOMENTUM PORTFOLIO
Momentum is a dynamic growth portfolio, which invests in high momentum mutual funds (market leaders).
PORTFOLIO PERFORMANCE
Performance results of the Managed Income and Income & Growth Portfolios are both based on two real money accounts.
REQUEST A MEETING
We offer a complimentary “Get Acquainted” meeting to describe our services, and to see if our services are right for you. Please complete the form to request a meeting or to pass on any other comments or questions you might have.