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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.

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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.

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As one of the largest firms of its kind in the Southeast, we have access to industry-leading research, tools, and investment opportunities.

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Carolinas Investment Consulting delivers comprehensive planning and investment management with extraordinary client service.

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November 12, 2019

By: R. Wade Austin

Yikes!  The U.S.-China trade war, negative interest rates, twin yield curve inversions, Brexit confusion, a global economic slowdown, U.S.

See additional insight.

Our most successful engagements involve working with our clients’ other professional advisors such as attorneys, bankers, and CPAs.

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