Carret Asset Management, LLC is a privately owned investment manager. The firm provides its services to individuals, typically high net worth individuals and families, corporate retirement plans, foundations, endowments, religious organizations, pension and profit sharing plans, pooled investment vehicles, corporations, state or municipal government entities, WRAP programs, business entities, trusts, estates, investment limited partnerships, and Taft-Hartley plans.

It also provides its sub-advisory relationships to its clients. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets across the globe. The firm invests in growth oriented value stocks of large-cap companies with market capitalization greater than $5 billion. For its fixed income securities, it invests in corporate bonds, U.S. treasury bonds, U.S. government agency bonds, and municipal bonds.

The firm employs technical and fundamental analysis with a combination of top-down and bottom-up security picking approach to create its portfolios. It uses both in-house and external research to make its investments.

Carret Asset Management, LLC was founded in 1963 and is based in New York, New York with additional offices in Cold Spring Harbour, New York; Greenvale, New York; Hanover, New Hampshire; and Santa Fe, New Mexico.