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
View Top Employees from Carolinas Investment ConsultingWebsite | http://www.carolinasinvest.com |
Revenue | $5 million |
Employees | 28 (28 on RocketReach) |
Founded | 2001 |
Address | 5605 Carnegie Blvd, Charlotte, North Carolina, US |
Phone | (704) 643-2455 |
Technologies |
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Industry | Investment Management, Finance General, Investment Consulting, Finance, Holistic Wealth Management, Asset Allocation, Financial Planning, Custom Portfolio Design, Retirement Planning, Investment Policy Design, Risk Management Analysis, Investment Manager Research and Due Diligence, Personalized Service |
Web Rank | 16 Million |
Keywords | Carolinas Investment Consulting Llc Careers, Carolinas Investment Consulting |
Competitors | AIS Planning, Abacus Wealth Partners, Advisors Capital Management, Affiliated Managers Group, Aspen Partners, Ltd. |
SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5231 Companies, NAICS Code 52311 Companies, NAICS Code 523110 Companies |
Looking for a particular Carolinas Investment Consulting employee's phone or email?
The Carolinas Investment Consulting annual revenue was $5 million in 2024.
George Edmiston is the President and Founder of Carolinas Investment Consulting.
28 people are employed at Carolinas Investment Consulting.
Carolinas Investment Consulting is based in Charlotte, North Carolina.
The NAICS codes for Carolinas Investment Consulting are [52, 523, 5231, 52311, 523110].
The SIC codes for Carolinas Investment Consulting are [62, 621, 6211].