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About
History
Core Values
Team
Admin
Client
Investment
Research
Locations
Atlanta, GA
Charlotte, NC
Dallas, TX
Lexington, KY
Nashville, TN
Tampa, FL
Solutions
Services
BlueCurrent
Investing
Approach
Serious Attention
Our Philosophy
Clients
Partners
Engage
Market Insights
Market Updates
News & Press
Research Insights
Quarterly Outlooks
Charlotte, NC
Contact the Charlotte office today!
200 S. College Street
Suite 1520
Charlotte, NC 28202
Phone: 704-973-0550
Neal Deaton, CFP®
Kendrick Mattox, CFA
Jimmy Patrick