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About Carolinas Investment Consulting
Carolinas Investment Consulting (CIC) is an employee-owned boutique investment consulting firm. Founded in 2001, CIC has thrived, now comprising over 20 professionals serving clients across 34 states, managing over $1 billion in assets. Despite this sustained growth, their focus remains on nurturing client relationships.
Independently operated, CIC stands apart from big brokerage firms, banks, and insurance companies, offering impartial investment advisory solutions seamlessly integrated with comprehensive wealth management services. CIC's unwavering commitment centers on serving individuals, families, corporations, endowments, and foundations. Trust, integrity, and exceptional service foster client loyalty. Their mission is to empower clients to achieve financial goals methodically, one portfolio at a time.
Pricing options
Regulatory filings
Areas of specialty
- Investment Management
- Risk Management
- Retirement Planning
- Education Savings and Gifts
- Trusts and Estates
- Charitable Giving
More about Carolinas Investment Consulting
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 300003 | 18 |
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