“As many of our longtime clients can recall, we opened our doors on May 11, 2001. Although many questioned why we would do so in the middle of a recession, we believed that a private, independent firm dedicated solely to investment consulting and financial planning would best serve our clients.
Today, we are stronger than ever. We have grown to more than 25 professionals serving families, endowments, foundations, retirement plans, and corporations in over 34 states. While we have enjoyed our growth to approximately $1.4 billion in assets, our focus will always remain on the cherished relationships we’ve developed with our clients.
The entire CIC team and I are excited to carry this firm into the future. We invite you to visit us in Charlotte anytime and hope that you get to know each member of our CIC family.”
-George H. Edmiston Jr.
President and Founder