Carolinas Investment Consulting, LLC operates as an independent investment consulting firm located in the United States. The company offers services, including investment consulting and financial planning, for families, endowments, foundations, retirement plans, and corporations in over 34 states. Carolinas Investment Consulting, LLC was founded in 2001 and is based in Charlotte, North Carolina.

Carolinas Investment Consulting “CIC” is an employee-owned investment consulting boutique with over $1.4 billion of client assets under management. 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.