Carnegie Investment Counsel
We provide personalized financial guidance to help you preserve and grow your wealth.
Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA) providing personalized financial guidance to help you preserve and grow your wealth, so you are freer to enjoy your life. As your fiduciary, we are obligated to place your investing success ahead of our returns.
We understand the critical need to feel comfortable and confident in your financial strategy. We know because we want the same for ourselves and our families. We dedicate ample time to understanding your short- and long-term objectives. Then, we tailor-make an investment portfolio and financial plan aimed at your goals with an appropriate level of risk.
We do not use a “set-it-and-forget-it” approach. Instead, we actively monitor and adjust your portfolio as needed to help optimize your performance and returns. You will have access to your advisor, and determine your meeting schedule and ask questions, as needed.
At Carnegie, our only incentive is to increase your principal investment. We will not sell you insurance products or engage in propriety trading that results in hidden costs. Nor will we receive commissions to place your money in incentivized investment funds.
We are 100% fee-only, meaning our only compensation is a percentage of assets managed - an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest.
We serve clients across the U.S. as well as overseas. To meet locally, we have offices in the following cities: Cincinnati, Cleveland, Fort Myers, Philadelphia, Pittsburgh, Los Angeles, New York City, and Toledo.
Carnegie has been helping clients gain financial peace since 1974. We have grown to $2.5 billion in assets under management and advisement (as of November 2019). The firm has been named Financial Times Top 300 Adviser 2016, 2017, 2018, and 2019.
Take the next step and speak to a Carnegie advisor today.
Getting Started is Simple
First, call to book an appointment to speak with an advisor.
Next, discuss your financial goals to develop a clear plan, customized to meet your needs.
Then, begin implementing a financial strategy with confidence.
So, start with step one, and in the meantime, download our free guide, “The Top Four Questions to Ask Before Hiring a Financial Advisor" below. Let’s begin our partnership today, so that you may stop worrying about your investment strategy and start pursuing more of what brings your life happiness.
Download Our Free eBook: "Top Four Questions to Ask Before Hiring a Financial Advisor"
Here's what you'll learn:
The difference between fiduciary and suitability standards
Learn how some advisors may not be required to work in your best interest
Be aware of various types of hidden costs
The importance of third party custodians
The difference between fee-based and fee-only
Download Now - It's Free