Welcome to Caris & Company

Welcome to Caris & Company, an investment bank created by a diverse group of leading Wall Street professionals. We are founded on the basic principle that Wall Street requires a different type of organization: One that offers objective, conflict-free research, acute focus on customer service, broad institutional coverage, and an unwavering commitment to increasing the value of our clients' portfolios. Quite simply, our goal is to generate solid investment ideas for our clients. We offer a unique, differentiated, conflict-free research perspective on large, mid, and small capitalization companies in four growth oriented verticals: Health Care, Technology, Energy, and Consumer.

In each vertical we help our clients to understand the "Big Picture," or trends that will dominate their respective industries for months and years to come. We then make sense of larger fundamental trends on a company by company basis, helping our investors to successfully position their portfolios. Our research is written for the longer term investor with a minimum of a 12-month time horizon. Deep domain expertise, unparalled industry knowlege, and alpha generation are at the forefront of our research analysis. Our ideas are never driven by banking relationships, just cutting edge information disseminated by one of Wall Street's most knowledgeable sales and research staff.

Caris & Company is a seamless, research-driven investment bank, where each client benefits completely from the experience of the entire organization. We are changing the way business is done on Wall Street with a dynamic, highly responsive team of financial and industry veterans.

Welcome to the new Wall Street. Welcome to Caris & Company.