Carosa Stanton Asset Management, LLC
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3909 Rush-Mendon Road
Mendon, NY 14506 Ph (585) 624-3150 Email:ccarosa@bullfinchfund.com  |
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We help you focus on your most cherished goal: Achieving your lifetime dream. |
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The Next Generation in Investment Management
WHO WE ARE
Carosa, Stanton Asset Management, LLC, a
Registered Investment Adviser
headquartered in Mendon, NY provides value-oriented
investment management to individual and institutional
investors.
Carosa Stanton
specializes in providing exclusive investment counsel to individual investors, plan trustees and institutional
fiduciaries seeking conservative long-term growth. Our counsel emphasizes defining the investor's lifetime dream
and monitoring the investor's movement towards attaining the lifetime dream.
OUR CORE BELIEFS AND VALUES
- We believe all our dealings should be done with the highest degree of ethics, honesty, integrity and respect and will expect nothing less from our employees, clients and vendors.
- We believe in creating success and then sharing it with others.
- We believe our role with our clients is that of a partner and mentor.
- We believe our services can only be provided at certain profit levels -- to go below those profit levels will compromise the integrity of the value we place in our service; to go above those profit level would be unethical.
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