Carolinas Investment Consulting

About Carolinas Investment Consulting At Carolinas Investment Consulting ("CIC"), we are investment advisors who believe in long-term success. With over $1.5 Billion in client assets, we are proud of our status as an employee-owned boutique. We are independent of large brokerage firms, banks, and insurance companies. Our team's only goal is to create and execute on a strategy that allows our clients to reach their financial goals in a way that is most beneficial for them. And it's working. We manage clients all over the US, but we still consider our company to be a local one. All of our clients receive comprehensive wealth management solutions that are completely tailored to their individual needs and based on their best interests. We opened our doors on May 11th, 2001 to provide the best service for our clients. Many people asked us why we would do so in the middle of a recession. We knew that a firm that specializes in financial planning and investment consulting and is not influenced by a large brokerage would benefit our clients the most. After more than 20 years, we are informed that this was the correct decision. We have assets over $1 billion and over twenty employees who serve families, corporations, foundations, and retirement plans in 34 states. But the most important accomplishment is the long-lasting ties we have with our clients that have lasted for over two decades. We're excited to see this company develop, and we hope you can make it to our office in Charlotte to meet our whole CIC family.