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Wealth Management EDGE
June 9 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Carter Funds


Carter Funds is a fully integrated real estate investment company led by an experienced team with over 300 years of combined experience in the commercial real estate industry. With approximately $3 billion in assets under management through its affiliated companies (Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management), Carter Funds focuses on acquiring, managing, and operating accretive commercial properties in high-growth industries and markets throughout the U.S.