Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caroline? Claim Your ProfileCaroline Kate Applewhite is a registered representative with Columbia Management Investment Advisers, LLC. Caroline has experience in the financial services industry, working with various clients including insurance companies, investment companies, high-net-worth individuals, and pension and profit-sharing plans. Caroline is specialized in providing asset liability management, credit analysis, and asset allocation services to clients. Caroline is a dedicated and experienced financial professional committed to providing excellent service to her clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MA
11/29/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
Active
Inactive
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