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Individualized Portfolio Management

The future is not available on a spreadsheet. Thank goodness.

Learn more. Dig deeper. Work harder. Innovate. That’s how you’re building wealth.

That’s how we help manage it. After all, your goals are yours alone. Balancing long-term principal growth with a need for current, predictable income is different for every client. The amount and type (taxable/tax-deferred/tax-exempt) of resources available dictate the investments we select.

We tend to be conservative, focusing as much on capital preservation as we do on inflation-adjusted growth of principal and income. This can only be accomplished by understanding your personal dynamics and adhering to core philosophies and processes.

Our Core Investment Philosophies:

  • Take Minimal Risk as Necessary to Achieve Each Client’s Objectives
  • Invest in Profitable Companies with Prospects for Growth
  • Diversify Among and Within Asset Classes
  • Keep Transaction and Other Costs Low
  • Manage Tax Efficiency When Possible

What does a “customized portfolio” mean?

The Carnegie Process:

01
01

Discovery

Discovery Meeting to Discuss Your Situation

02
02

Goals - Risk

Develop Suggested Goals and Risk Parameters

03
03

Statement

Create and Agree Upon the Investment Policy Statement

04
04

Implementation

Begin Implementation Over Period of Time

05
05

Monitor

Monitor and Rebalance Positions

06
06

Respond

Respond to Changes in Market Outlook and/or Client Objectives