Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

Custom Portfolio

CONTACT

Please submit your request for an appointment for the office location of your choice in the contact form. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.

For immediate assistance, please call our office directly.
Gaithersburg, (301) 812-4608
Owings Mills, MD, (410) 363-4683
Washington, DC, (202) 299-1290

CUSTOM PORTFOLIO

Individual investors have individual needs. Some people simply want their investments to accumulate over time, while others depend on their assets for a flow of cash. Some like to channel their investments to specific companies or industries. At CIC Wealth, your portfolio is created based on your individual needs and desires. Scrutinizing your field of vision, investment goals, and other circumstances is the initial step. By thoroughly contemplating your objectives, we can make certain you are pleased with the strategy for your assets.