C2 Investment Group

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Client assets under management

Clients

0% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

C2 Investment Group provides non‑discretionary investment consulting to public funds such as municipalities, universities and school districts, offering Government Bond Index Tracking services tailored to institutional clients. As of January 1, 2026 the firm reported approximately $215 million in assets under advisement across a small roster of institutional accounts.

The firm’s process centers on advising clients in the selection of an appropriate bond index to replicate and providing access to an index‑tracking optimization application that generates monthly rebalancing recommendations and enforces constraints (weighted average maturity, yield, duration and coupon). Investments are limited to U.S. Treasury and U.S. Agency securities, and clients retain responsibility for executing transactions and selecting custodians and brokers; C2IG does not take discretionary trading authority or custody of client assets.

Notable and uncommon features disclosed in the brochure include an affiliation with a portfolio accounting and reporting product (Tracker) that principals sell and for which they report spending about 25% of their time, a practice relatively rare among peers. The firm’s exclusive focus on institutional government‑bond index replication and its concentrated client base (six institutional clients) distinguish it from many supported advisors that serve individual or broader client segments.

Client services

Cities, counties and special purpose districts

Expertise

Passive / index investing

Occupation focus

Government Employee

Fee options

Percentage

0.10% annually, not to exceed $30,000 per year per portfolio

Other

Account minimum: $5,000,000 Minimum fee: $8,000 minimum annual fee

Main office location

C2 Investment Group

106 Langtree Village Drive, Suite 301

Mooresville NC 28117, United States

Number of offices

Most active in

North Carolina

Disclosures

Business activities & affiliations

Is active or affiliated with:

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 888-327-1422

Advisors at this firm

Mark T

Series 63

Mooresville, NC

C2 Investment Group

Mark Teichman is a financial advisor at C2 Investment Group with 20 years of industry experience. He holds a Series 63 designation and has been with C2 Investment Group since 1998. Teichman is also co-owner of C2, LLC, which offers Tracker, a portfolio accounting and reporting application. C2 Investment Group provides investment advice exclusively to institutional public-fund clients, focusing on government bond index-tracking services involving U.S. Treasury and agency securities. The firm delivers services on a non-discretionary, consultative basis and employs an index-tracking optimization approach tailored to public institutional mandates.

Passive / index investing Government Employee

Carl B

Series 63, Series 65

Mooresville, NC

C2 Investment Group

Carl Ballard is a financial advisor with C2 Investment Group in Mooresville, NC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with C2, LLC dba Tracker since 2006 and with C2 Investment Group since 2001. He also serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application called Tracker. C2 Investment Group provides investment advice exclusively to institutional public-fund clients such as municipalities, universities, and educational districts, focusing on government bond index-tracking services limited to U.S. Treasury and agency securities. The firm delivers non-discretionary, consultative services using an index-tracking optimization application to generate portfolio rebalancing recommendations while clients retain custodial and trade execution decisions.

Passive / index investing Government Employee

Joe S

Series 63, Series 65

Moresville, NC

C2 Investment Group

Joe Silvas is a financial advisor with C2 Investment Group, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He is co-owner of C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. Silvas has been with C2 Investment Group and its related entity since 1997. C2 Investment Group provides investment advice exclusively to institutional public-fund clients such as municipalities and universities, focusing on government bond index-tracking services limited to U.S. Treasury and agency securities. The firm operates on a non-discretionary, consultative basis and uses an index-tracking optimization application to evaluate portfolios and generate rebalancing recommendations.

Passive / index investing Government Employee

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