Get in touch
503.303.8393
mike@carlsonalternativeinvestments.com
MIKE CARLSON
mike@carlsonalternativeinvestments.com
503-303-8393 (office)
503-349-3499 (cell)
Founder, President &
Chief Investment Strategist
Mike is an expert in wealth management through strategic portfolio construction and investment selection that includes equities, fixed-income vehicles, income-producing investment real estate and alternative investments. Mike has a proven 25+ year record of success in creating wealth for clients using a highly personalized, hands-on approach that has transitioned many investors to high-net-worth status. You do not get handed off to a subordinate. You will be dealing directly with the principal of CARLSON ALTERNATIVE INVESTMENTS, Mike Carlson. This personalized attention with ongoing guidance and broad-based investment expertise is what differentiates CARLSON ALTERNATIVE INVESTMENTS from mega-sized wealth management firms and narrowly focused stock/bond only brokers. CARLSON ALTERNATIVE INVESTMENTS is your full spectrum investment advisor and wealth manager for high-net-worth investors.
Mike’s skills in investment strategy and wealth management have been supported with studies at Harvard, NYU, MIT, Columbia, and Wall Street. But those skills were honed where it counts the most- in his day-to-day success he consistently achieves for his clients.
Mike’s studies in ALTERNATIVE INVESTMENTS includes:
- Alternative Investments, Harvard Business School
- Alternative Investments, NYU
- Fundamentals of Alternative Investments, CAIA
- Commercial Real Estate Analysis and Investment, MIT
- Real Estate Financial Analytics, MIT
- Real Estate Investing Strategies, Columbia
- Real Estate Financial Modeling, Wall Street Prep
