Carolinas Investment Consulting

Investment ManagementUnited States11-50 Employees

Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.5 billion of client assets under advisement.  Independent of any big brokerage firm, bank, or insurance company, CIC offers unbiased, client-driven investment advisory solutions integrated with comprehensive wealth management services.  

CIC upholds an uncompromising commitment to the interests of the individuals, families, corporations, endowments, and foundations we serve.  We build client loyalty through trust, integrity and unsurpassed service.  

Our mission is to help our clients accomplish their financial goals through thoughtful advice and insight, one portfolio at a time.  With clarity and transparency, we specialize in seeking higher risk-adjusted performance for our clients and helping them eliminate the uncertainty of what to do next.  

As clients navigate a range of financial challenges and opportunities, they can benefit from our integrated offerings from investment consulting to financial planning to functioning as a family office.   


Address:
5605 Carnegie Blvd
Suite 400
Charlotte, NC 28209

Contact:
Phone- 704-643-2455
Toll Free- 800-255-2904
Fax – 704-643-2470

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