Calvert Research And Management
Answer a few questions and
get matched with an advisor.
Learn more about Calvert Research And Management
Overview
Calvert Research And Management operates as an advisory company located in Washington, District of Columbia. Calvert Research And Management administers $33.6 billion in total assets over 1,005 accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). It has a large team, including 246 financial advisors. Calvert Research And Management does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments like equities, options and bonds.
Calvert Research And Management administers 50 of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes transaction choices for the client's account without needing to seek client consent. The firm also has 955 non-discretionary accounts totaling $236.0 million in AUM. Calvert Research And Management's average account size is $33.4 million. An average financial advisor at Calvert Research And Management oversees around four client accounts, placing it among the most individualized advisor firms in the country.
The firm's headquarters is located at 1825 Connecticut Avenue Nw, Washington, District of Columbia 20009. It is registered to serve customers across 3 states, including District of Columbia, Maryland and Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Calvert Research And Management by the Numbers
$33.6 billion
256
1,005
$33.4 million
Products and Services
Calvert Research And Management offers multiple services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Notably, it did not provide financial planning services to any of its customers in the prior fiscal year. Calvert Research And Management does not sell products or offer services aside from investment advisory services to its investment advisory customers. The company also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company and commodity pool advisor.
Core Advisor Services
-
Find a firm that offers this service
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees are based on the type of financial services offered. Fees billed by the company typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Calvert Research And Management.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies, pension plans, corporations and other. Out of its 1,005 customers, Calvert Research And Management's biggest client group by number of accounts is other. Just 1% of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Calvert Research And Management does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.