Investment Management Company in Guilford, North Carolina

14 found · ← All categories in Guilford

Updated October 31, 2026

Golden Ridge Financial Designs, LLC

Investment Management Company

Greensboro, NC

Golden Ridge Financial Designs provides investment management and financial planning in Raleigh, NC, including retirement-fund and trust-account management.

  • retirement fund management
  • trust account management
  • investment account management

Holderness Investments Company

Investment Management Company

Greensboro, NC

Holderness Investments has served clients since 1995 as a registered investment adviser specializing in custom investment management for high-net-worth, multi-generational families.

  • High-net-worth, multi-generational families planning legacy wealth
  • Clients needing coordinated investment, estate, tax, and retirement planning
  • Investors seeking individualized portfolios based on goals, time horizon, and risk tolerance

Truist Investment Services

Investment Management Company

Greensboro, NC

Truist offers more than 3,000 ATMs, 1,900+ branches, no-overdraft-fee checking, mortgages, and auto-loan funding as soon as today.

  • Customers seeking checking without overdraft fees
  • Customers needing access to branches and more than 3,000 ATMs
  • Auto-loan borrowers seeking terms up to 84 months

Competitive auto-loan rates and funding as soon as today

Weaver Investment Company

Investment Management Company

Greensboro, NC

Weaver Investment Company manages a family group including Park Center Management, KMW Builders, and Stoney Creek Golf Club.

  • Organizations seeking management across related companies
  • Businesses seeking an equity partner for affiliated-company investments
  • Real-estate-related investment or management opportunities

Other categories in Guilford

Investment Management Company in nearby counties

FAQ

How much do investment management companies charge?

Fees vary by adviser and account size; common structures include a percentage of assets under management, hourly planning fees, fixed fees, or commissions. Ask for the full fee schedule and any fund or transaction expenses before opening an account.

What should I look for when choosing an investment adviser?

Compare the adviser's registration, fiduciary obligations, investment approach, account minimums, fees, and experience with your needs. Ask whether the service includes financial planning, tax coordination, estate planning, or only portfolio management.

Are investment advisers suitable for financial emergencies?

Investment management is generally a routine planning service rather than emergency financial assistance. Keep emergency savings liquid and confirm the adviser's response times and withdrawal procedures before investing.

Should I verify an investment management company before hiring it?

Yes. Check the firm's registration and disciplinary history through the SEC's Investment Adviser Public Disclosure database or North Carolina securities regulators, and review the firm's Form ADV for services, fees, conflicts, and ownership.