Our Story

Rooted in business asset management in Cleveland, Ohio in 1974, Carnegie Investment Counsel now serves as a fiduciary for individuals and businesses across the country.

Experienced Leadership

Carnegie has a rich history of serving individual and institutional investment clients. Through market cycles, good times and bad, economic growth and recessions – we’ve guided our clients along the way. When you hire Carnegie, you hire a team of professionals who’ve learned how to invest successfully and how to avoid common pitfalls.

Carnegie is one of the country’s fastest growing and prominent RIA firms. Our growth is a testament to our ability to attract and maintain high caliber clients and team members. The firm consistently reinvests in research, technology and personnel in an effort to provide the best client experience and successful outcomes.

 

Gary’s Guide to Hiring a Financial Advisor

The investment industry has created a confusing and complex myriad of choices for you to consider. It can be a challenge to understand who has your best interest in mind. That said, finding a trusted and competent financial advisor can be one of the most rewarding aspects of investing.

Carnegie through Time

Generations of trust. For generations to come.

1974: Formation. Carnegie Capital Asset Management Company is formed in Cleveland, Ohio by Prescott, Ball & Turben. It creates one of the first brokerage-owned money market mutual funds.

1985: Carnegie Capital Management Company is selected as Co-Administrator of STAROhio, a multi-billion dollar public investment pool.

1990s: Carnegie launches a series of mutual funds, including the flagship Carnegie Capiello Growth Fund.

1991: Carnegie Capital Asset Management Company is established as an SEC Registered Investment Advisor serving individuals, families and non-profit institutions.

1997: Carnegie becomes a charter member of the Schwab Advisor Network™.

1998-1999: Carnegie disbands its mutual funds to focus on its core business of managing custom investment portfolios.

2000: Carnegie merges with Zilber & Associates; adding depth and financial planning expertise.

2009: Carnegie, under fresh ownership, rebrands as Carnegie Investment Counsel.

2010: Carnegie relocates its headquarters to Beachwood, Ohio. Assets managed hit $300 Million.

2011: Tower Wealth Management merges with Carnegie. Assets managed reach $450 Million.

2012: Asset Under Management exceed $500 Million.

2013: The Alpine Financial Group joins Carnegie in Cincinnati to open its first office outside of Cleveland. AUM reaches $792 Million.

2014: Haisman Wealth Management merges with Carnegie to expand presence to SW Florida. Carnegie opens office in Philadelphia, PA.

2015: Carnegie moves headquarters to its own building in Pepper Pike, Ohio. Schuylkill Capital Management joins Carnegie in Philadelphia.

2016: Intellinomics merges with Carnegie to open an office in Dayton, Ohio. Carnegie adds Retirement Plan Services group and office in Pittsburgh, PA. Assets exceed $1.3 Billion.

Carnegie our story
Carnegie story

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