Expertise. Focus. Independence.

CTC Consulting is an independent investment consulting firm that provides investment advice to high net worth families, multi-family offices, trusts, endowments, foundations and pension plans.  CTC combines dynamic research and holistic advice to help its clients preserve and enhance their wealth.  By providing objective advice, CTC is consistently aligned with its clients' interests.

CTC has a long history of working with high net worth clients and their unique tax-related issues.  Through CTC’s extensive research and consulting departments, CTC provides customized advice to each of its clients. CTC has approximately $27 billion in assets under advisement and is an SEC registered investment advisor.

Click here to view CTC's company brochure.