Southeast Investments, N.c., INC.

Southeast Investments, N.C. Inc manages investment portfolios and provides financial planning services for individuals, small businesses, and institutions. The firm builds customized investment portfolios based on each client's specific goals, time horizon, risk tolerance, and liquidity needs. Southeast Investments manages accounts on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf without asking first or consult with you before making changes. In addition to managing portfolios directly, the firm can select and monitor third-party money managers for clients. Southeast Investments also offers financial planning, portfolio reviews, and hourly consulting services.