carolinasinvest.comCarolinas Investment Consulting | Financial Advisory Firm
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carolinasinvest.com
Sub Domains:dperkins.carolinasinvest.com
Title:Carolinas Investment Consulting | Financial Advisory Firm
Description:CIC offers expert advice on financial and investment management and retirement planning to businesses, families, and institutions.
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BUILT TO SERVE YOU 704-643-2455 Home Our Firm Individuals & Families Businesses & Executives Foundations & Endowments Insights Contact MENU Account Access Exceptional Service Handcrafted Experience Expert Guidance One of the South’s Premier Financial Advisory Firms Dedicated As an employee-owned boutique, we deliver personalized attention in a family-friendly environment that giant banks and Wall Street firms simply can’t match. Independent Because of our independence, we are free to pursue the best interests of our clients without the inherent conflicts found in well-known financial conglomerates that sell their own proprietary products. Large Firm Benefits As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities. Small Firm Touch Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service. BUILT TO SERVE YOU Individuals & Families READ MORE Businesses & Executives READ MORE Foundations & Endowments READ MORE If you think we can help you, feel free to give us a call. 704-643-2455 Recent Insight Market Perspectives April 2021 April 9, 2021 Capital Markets By: Wade Austin March marked the one year anniversary of when the government’s top infectious disease expert recommended a 14 day national shutdown to slow the spread of the coronavirus. Read this post See additional insight. Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs. GET MORE DETAILS Customer Relationship Summary Order Routing Practices Opening an Account Business Continuity Code of Ethics Privacy Policy Website Usage BrokerCheck AdvisorInfo 704-643-2455 5605 CARNEGIE BLVD. SUITE 400 CHARLOTTE, NC 28209 COPYRIGHT © CAROLINAS INVESTMENT CONSULTING LLC ALL RIGHTS RESERVED MEMBER FINRA / SIPC WEB DESIGN BY YELLOW DUCK MARKETING Account Access...
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