CIC Investment Consultants, LLC

CIC Investment Consultants manages roughly $52 million for a small client base that includes individual (both non-HNW and high-net-worth) clients, pension and profit-sharing plans, charitable organizations and businesses, providing discretionary investment management and comprehensive financial planning. The firm’s services include ongoing portfolio management, advice on a broad range of securities, and planning engagements delivered through in‑depth client interviews and written reports.

The firm develops personalized investment policies based on client objectives, time horizons, risk tolerance and liquidity needs, and implements strategies that range from long‑term allocation to shorter‑term trading, options, margin and use of exchange‑traded products. CIC’s investment menu explicitly includes private and alternative investments and digital asset securities; for private offerings the firm generally executes only at the client’s direction and uses sponsor due diligence in its evaluation.

Noteworthy differences from many peers include its Arkansas insurance license and the ability to sell insurance and annuity products — the brochure discloses that related commission compensation may be received in addition to advisory fees. The firm’s stated willingness to consider unconventional alternatives (GP stakes, professional sports, venture capital, secondaries and digital assets) and to negotiate fees on a client‑by‑client basis further distinguish its service offerings for accredited and institutional clients.