Carolinas Investment Consulting

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...

Investment consulting,holistic wealth management,asset allocation,financial planning,custom portfolio design,retirement planning,investment policy design,risk management analysis,investment manager research and due diligence,and personalized service

Carolinas investment consulting operates in the Investment management industry.

Carolinas investment consulting's revenue is 11m - 100m

Carolinas investment consulting has 11 - 50 employees.