CAPTRUST Expands Reach with Carolinas Investment Consulting
CAPTRUST Welcomes Carolinas Investment Consulting
CAPTRUST Financial Advisors, known for their commitment to excellent service in the financial advisory realm, is embracing a new chapter with the addition of Carolinas Investment Consulting (CIC). This collaboration aims to deliver enhanced investment consulting and financial planning services to an even broader clientele.
About Carolinas Investment Consulting
Founded in 2001 by George Edmiston, CIC is dedicated to serving various clients, including families, endowments, retirement plans, and corporations. With a robust team of 20 professionals, CIC is responsible for overseeing assets exceeding $1.4 billion while providing tailored financial solutions to clients across over 30 states.
Expanding Service Capabilities
CIC's addition to CAPTRUST marks a significant expansion of service capabilities. The firm has built a reputation for excellence in the Carolinas, predominantly in Charlotte, making this partnership not only strategic but also beneficial for all stakeholders involved.
Strengthening Client Relationships
The partnership with CAPTRUST will allow CIC to continue nurturing its existing relationships while also offering clients the valued culture and expertise both firms represent. George Edmiston expressed confidence that this transition would enable the team to maintain the high standards clients have come to expect.
CAPTRUST's Vision
By integrating CIC into its fold, CAPTRUST is not just incorporating new talent; it is also aimed at enhancing its brand and market presence. Fielding Miller, CEO of CAPTRUST, reflects on his long-standing friendship with Edmiston, emphasizing that this collaboration will significantly bolster CAPTRUST's reputation in the market.
The Future of CAPTRUST
As CAPTRUST continues to grow, the firm promises to deliver comprehensive investment management and financial advisory services tailored to the needs of ultra-high-net-worth individuals. This partnership signifies a robust future, with CAPTRUST focusing on simplifying complex financial lives, mitigating risks, and helping clients perpetuate their legacies.
About CAPTRUST
Founded in 1997, CAPTRUST operates as an independent registered investment advisor that serves individual clients and institutions. The firm specializes in a wide array of services, including investment management, financial planning, estate planning, and tax advisory services. Through these offerings, CAPTRUST enables various entities such as retirement plan sponsors, endowments, and foundations to successfully navigate their unique financial journeys.
Frequently Asked Questions
What is the primary focus of CAPTRUST?
CAPTRUST primarily focuses on investment management and financial advisory services for both individuals and institutions.
Who founded Carolinas Investment Consulting?
Carolinas Investment Consulting was founded by George Edmiston in 2001.
What kind of clients does CIC serve?
CIC serves families, endowments, retirement plans, and corporations, focusing on tailored financial solutions.
How does the partnership benefit clients?
The partnership allows clients to benefit from a larger network of expertise and enhanced service offerings.
When did CIC join CAPTRUST?
CIC officially joined CAPTRUST in January 2025, marking a new chapter in its growth.
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