We are now part of CAPTRUST! https://lnkd.in/e6XGibBr
关于我们
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
- 网站
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https://www.carolinasinvest.com
Carolinas Investment Consulting的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Charlotte，North Carolina
- 类型
- 私人持股
- 创立
- 2001
- 领域
- 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和Personalized Service
地点
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主要
获取路线
5605 Carnegie Blvd
US，North Carolina，Charlotte
Carolinas Investment Consulting员工
动态
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Happy Thanksgiving from all of us at Carolinas Investment Consulting. Our office will be closed on Thanksgiving Day as we spend time with family and friends (and probably a few too many slices of pie). We are so grateful for our amazing CIC team and the clients and friends we work with daily. Have a safe, warm, and wonderful holiday!
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Global markets experienced notable volatility during October amidst ongoing macroeconomic uncertainties, U.S. election jitters, and mixed earnings reports... click below to read CIC's November Market Perspectives written by Wade Austin and Insights by John E. Silvia, Ph.D. https://lnkd.in/ebgBH9G9 #wealthmanagement #CIC #financialadvisor
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Our financial planners have seen an uptick in the number of clients wishing to “age-in-place” – as this article points out, the key is proactive communication and planning. https://lnkd.in/dTZQVRz5 #wealthmanagement #CIC #financialadvisor #financialplanning
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August was marked by heightened volatility across global financial markets, reflecting the complex interplay between central bank actions, inflationary concerns, geopolitical uncertainties and economic growth forecasts. Click below to read the breakdown of key themes. https://lnkd.in/eFpZuHEK #wealthmanagement #CIC #financialadvisor
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Americans continue saving for retirement.?Slow and steady wins the race. https://lnkd.in/e2g67bEU
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The SECURE Act 2.0 introduced over 90 provisions that significantly impact how Americans save for retirement. For small business owners who sponsor retirement plans, these new options present valuable opportunities to attract and retain talent while offering enhanced flexibility to employees. Click the link to learn more. https://lnkd.in/eC26TjMZ
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"Equities climbed to close out the first half of the year as inflation slowly moderated..." Click below to read CIC's July Market Perspectives written by Wade Austin and John E. Silvia, Ph.D.. https://lnkd.in/eQQDjai3
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Carolinas Investment Consulting转发了
By staying vigilant and informed, we can help prevent the financial exploitation of our loved ones. Help protect the older adults in your life by watching for these red flags: https://bit.ly/45J5BkH #ElderAbuseAwarenessMonth
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