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.
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.
As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.
Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.
Initially propelled by an expectation smashing 4.8M June jobs gained report and sustained by the announcement of several promising phase III clinical trials for Covid-19 vaccines, equity markets continued their remarkably persistent rally in July.
Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.