C2 Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
C2 Investment Group provides non‑discretionary investment consultation to institutional clients such as municipalities, universities, school districts and other public funds, focusing on Government Bond Index Tracking services. The firm advises on replication of selected bond indices using US Treasury and US Agency securities and gives clients access to an index‑tracking optimization application to guide portfolio rebalancing.
The firm’s process centers on selecting an appropriate government bond index and defining constraints (weighted average maturity, yield, duration and coupon) to produce monthly optimization and rebalancing recommendations; clients retain execution authority and custody. C2IG charges fees on a percentage‑of‑assets basis, provides regular performance reporting and emphasizes that it does not act in a discretionary capacity.
What is distinctive about C2IG is its affiliation with a related entity that markets a portfolio accounting and reporting product (Tracker), and the firm discloses that its officers spend a meaningful portion of time on those related activities. The adviser manages a concentrated institutional book (reporting $215 million in assets) and does not provide portfolio management for individual or high‑net‑worth retail clients, which is atypical for firms in this supported category.
Client services
Expertise
Occupation focus
Fee options
0.10% annually (10 basis points), capped at $30,000 per year per portfolio
Account minimum: $5,000,000 Minimum fee: $8,000 minimum annual fee
Main office
See office106 Langtree Village Drive, Suite 301
Mooresville NC 28117
Advisors at this office
2
Offices (2)
Most active in
North Carolina
Also doing business as
C2 Investment Group · National Arbitrage Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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 worked with C2 Investment Group since 1998. He is a co-owner of C2, LLC, which operates Tracker, a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients, such as municipalities and public funds, focusing on government bond index tracking using US Treasury and Agency securities. The firm offers index-tracking optimization tools to assist clients with portfolio rebalancing and does not provide discretionary portfolio management.
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 20 years of industry experience. He has worked with C2 Investment Group since 2001 and serves as a consultant for C2, LLC dba Tracker, which offers a portfolio accounting and reporting application. C2 Investment Group provides non-discretionary investment consultation to institutional clients such as municipalities, universities, and school districts, focusing on Government Bond Index Tracking services. The firm offers an index-tracking optimization application and advises on portfolio rebalancing while clients maintain execution authority and custody.
Joe S
Series 63, Series 65
Moresville, NC
C2 Investment Group
Joe Silvas is a financial advisor at C2 Investment Group with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has been co-owner of C2, LLC dba Tracker, a firm offering a portfolio accounting and reporting application, since 1997. Silvas’s career includes nearly three decades working within the same affiliated entities. C2 Investment Group provides non-discretionary investment consultation primarily to institutional clients such as municipalities, universities, and public funds. The firm specializes in government bond index tracking and uses a proprietary optimization application to assist clients with portfolio rebalancing while clients retain execution authority.
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