A complete list of active advisors currently associated with C2 Investment Group

Warmer can help you find a great advisor at C2 Investment Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at C2 Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse C2 Investment Group's office locations.

Name	Location	Years of experience
Carl Ballard	Mooresville, NC	20
Joe Silvas	Moresville, NC	23
Mark Teichman	Mooresville, NC	20

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