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Advisory Services

Our Investment Advisor Representatives are free to offer their services on a fee basis, fee only basis or flat fee consulting basis, whichever is the most appropriate arrangement for the services provided.

We offer several platforms and investment programs to choose from including:

Separate Account Management
Unified Managed Accounts
Asset Allocation Programs
Third Party Investment Advisors

For Qualified Plans we also offer:

Fee based Qualified Plans
Qualified plan consulting arrangements

Other services our representatives may offer include:

Wealth Management Planning
Financial Planning
Retirement Planning
Insurance/Risk Management Planning

Investor Disclosure:

Click here to view our Form ADV Part II and Schedule F.

Disclaimer of Warranty and Limitation and Liability

The information on this site is provided "AS IS". Calton and Associates does not warrant the accuracy of the materials provided herein, either expressly or impliedly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. Calton and Associates will not be responsible for any loss or damage that could result from interception by third parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, Calton and Associates cannot and does not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. Neither Calton and Associates, nor any of its affiliates, directors, officers, or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Calton and Associates or of any vendor providing software or services support. In no event will Calton and Associates, its affiliates or any such parties by liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Calton and Associates or any other party have been advised of the possibility thereof.