Author Archives for Michael Owens

Carolina Financial Services Group is a Registered Investment Advisor (“RIA”), providing asset management and related services for clients nationally. Carolina Financial Services Group will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. Carolina Financial Services Group renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. This web site is intended to provide general information about Carolina Financial Services Group. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other contend on the web site are based on generally-available information and are believed to be reliable. Carolina Financial Services Group does not guarantee the accuracy of the information contained in this web site and is of a general nature that should not be construed as investment advice. Carolina Financial Services Group will provide all prospective clients with a copy of our current Form ADV Part 2 (Brochure) prior to commencing an Advisory relationship; existing clients will receive offer to receive a copy on an annual basis. However, you can view our current Form ADV, Part 2 in the Client Service section of our website or you can contact us to request a hard-copy. If you have any questions regarding Compliance and Regulatory Information, please contact us.