Investing in Mecklenburg, North Carolina

54 found · ← All categories in Mecklenburg

Alloy Wealth Management

Investing

Charlotte, NC

Alloy Wealth Management focuses on retirement planning and was founded by Mark Henry, who has over 30 years of financial services experience.

  • retirement income planning
  • managing estate preservation
  • customized financial strategies for retirees

Acosta Sales & Marketing

Investing

Charlotte, NC

Acosta Sales & Marketing connects with virtually every leading retailer and provides data-driven strategies for brand growth.

  • omnichannel retail growth
  • data analytics in retail
  • shelf presence optimization

Bourne Partners

Investing

Charlotte, NC

Bourne Partners has over 25 years of experience in healthcare investment banking and has completed over 20 billion dollars in transactions.

  • healthcare companies seeking investment banking services
  • pharmaceutical firms looking for advisory in mergers and acquisitions

The Vanguard Group

Investing

Charlotte, NC

The Vanguard Group has 50 years of investment experience and offers personalized financial advice to help maximize earnings.

  • individual investors seeking retirement planning
  • long-term investment strategies
  • managing 401(k) plans

Brown Brothers Harriman

Investing

Charlotte, NC

Brown Brothers Harriman offers specialized investment advisory services with $115.7 billion in assets under management.

  • wealthy families
  • institutional investors
  • private businesses seeking investment

Carousel Capital

Investing

Charlotte, NC

Carousel Capital has managed over $2 billion in private equity commitments and has a 25+ year track record.

  • businesses in the Southeastern United States seeking partnerships
  • companies needing first-time institutional equity capital
  • service businesses targeting growth

Christian Investment Forum

Investing

Charlotte, NC

Christian Investment Forum integrates with Faith Driven Investor to offer resources focused on faith-aligned investing.

  • individuals seeking to align investments with Christian values

Cygnus Asset Management

Investing

Charlotte, NC

Cygnus Asset Management provides personalized investment management and planning services, adapting strategies to individual client goals and preferences.

  • long-term financial planning
  • personalized investment management

E2i Financial Group

Investing

Charlotte, NC

E2i Financial Group has been providing independent wealth management solutions since 1998 and operates as a fee-only advisor.

  • wealth preservation strategies
  • high-net-worth individuals seeking customized portfolio management

Eastover Capital Management

Investing

Charlotte, NC

Eastover Capital Management has been providing customized investment strategies since 1988 and is a fee-only fiduciary firm.

  • individuals seeking customized portfolio management
  • institutions needing tailored investment strategies

Falfurrias Capital Partners

Investing

Charlotte, NC

Falfurrias Capital Partners employs a theme-based approach to identify businesses in durable growth markets and has 200 years of collective experience.

  • investment management opportunities in durable growth markets

Fulcrum Capital Partners

Investing

Cornelius, NC

Fulcrum Capital Partners offers personalized financial planning and has extensive experience working with qualified employee benefit plans.

  • business owners incorporating employee benefits
  • families seeking long-term financial strategies
  • individuals needing comprehensive financial planning

Gaskin Asset Management

Investing

Charlotte, NC

Gaskin Asset Management provides comprehensive goals-based financial planning and has over two generations of experience in investment management.

  • individual investors
  • families planning for retirement
  • business owners needing financial strategies

Geoff Roberts

Investing

Charlotte, NC

Geoffrey Roberts has multiple certifications, including CFP and AIF®, and focuses on estate and retirement planning in Charlotte.

  • wealth management for retirees
  • financial planning for domestic partners
  • investment strategies for high net worth clients

Kilo Futures

Investing

Charlotte, NC

Kilo Futures offers physically backed investments in copper and aluminum with independent audits and a minimum investment of $100,000.

  • institutional-grade metal investing
  • high-net-worth individuals seeking physical asset ownership

Plancentric Financial Group

Investing

Charlotte, NC

Plancentric Financial Group focuses on personalized financial strategies and offers retirement planning services in Charlotte.

  • long-term investment growth
  • retirement planning

QC Capital

Investing

Charlotte, NC

QC Capital invests in essential assets and projects that offer a projected 12% annual cash flow for accredited investors.

  • accredited investors seeking private real estate opportunities
  • investors looking for alternative assets with potential for high cash flow

Stewardship Partners

Investing

Charlotte, NC

Stewardship Partners focuses on Biblically Responsible Investing and was founded in 2000, emphasizing a Christian worldview in investment management.

  • Christian investors seeking ethically aligned portfolios
  • individuals and families looking for faith-based investment strategies

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FAQ

What should I look for in an investment advisor?

Look for advisors who have relevant certifications, such as fiduciary standards, experience in your specific needs, and a transparent approach to fees.

How are investment management fees typically structured?

Investment management fees are commonly structured as a percentage of assets under management, typically ranging from 0.5% to 2% annually.

What is the typical turnaround for investment growth?

Investment growth timelines vary based on market conditions and investment strategies, but a typical horizon is 5 to 10 years for significant returns.