C
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Altruist · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- Glacier vectorLegacy +more
- Established Date
- 04-18-2024
- Office Locations
- 1
Office Locations
-- Media PA
About Cartera Investments
Cartera Investments is an independent, fee-only fiduciary wealth manager providing personalized, risk-appropriate portfolio management and financial planning. The firm focuses on clients building long-term wealth, including education funding and legacy planning for the next generation. With a quantitative risk-management and advanced analytics background, it designs portfolios that often use ETFs alongside high-quality fixed income and cash.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Atlas Atlas eagle Summit
Client Personas
Vertex
Custodian
Momentum catalyst
Investment Themes
Frontier fusion Value
Investment Vehicles
Beacon
Services
Capital Horizon quantum Horizon north
Technology
Ember Timber matrix Horizon
Owner & Executives
J
Jason Alexander Zola
Managing Member
- CRD
- #7827471
- Ownership
- 75% or more
(784) 768-1899
alpha.foundation@fusioncapital.com
in linkedin.com/in/vital-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,950,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,950,000
Equity - Exchange:
8.8% U.S. Government/Agency:
39.8% Corporate - Investment Grade:
33.3% Cash:
18.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $286,756,451 | 8.8% |
| U.S. Government/Agency | $1,296,921,223 | 39.8% |
| Corporate - Investment Grade | $1,085,112,480 | 33.3% |
| Cash | $589,805,883 | 18.1% |
| Total | $3,258,596,037 | 100.0% |