Our Mission
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We strive to deliver uncomplicated, transparent financial guidance paired with personalized service to help you grow and protect your wealth. With Carnegie as your trusted investment partner, you can have more peace and freedom to enjoy life.
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About Carnegie Investment CounselWe provide personalized financial guidance to help you preserve and grow your wealth.
Carnegie Investment Counsel is an 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. Carnegie Investment Counsel is 100% fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. |
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Our HistoryWe have always fought for the financial independence of our clients.
(In 1974, Carnegie Capital Asset Management Company (CCAMC) was born out of Prescott Ball & Turben, an advisor to a money market and fixed income mutual funds. CCAMC was separated in 1991 and became an independent Registered Investment Adviser (RIA) serving individual and institutional clients.
CCAMC flourished throughout the 90s, managing individual assets and several mutual funds. But later, they disbanded the mutual funds to focus solely on helping private clients achieve their financial goals. In 2009, CCAMC, under new ownership, rebranded to Carnegie Investment Counsel and moved the office from downtown Cleveland to the suburbs to be more accessible to more people they serve. Over the years since 2009, Carnegie has added offices with skilled professionals in Cincinnati, Fort Myers, Los Angeles, New York, Pittsburgh, Philadelphia, and Toledo. Serving clients coast-to-coast, Carnegie has grown to $3 Billion assets under management with an additional $350 Million in assets under advisement (as of Jan. 2021). In large part because of our incredible clients, the firm has been named a Top 300 RIA by Financial Times every year since 2016. Today, we continue to service both individual clients and their families as well as non-profits, foundations, and endowments. Through the Carnegie Retirement Plan division, Carnegie serves plan sponsors of 401(k) and other retirement plans. |
Getting Started is Simple
First, call to book an appointment to speak with an advisor.
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Next, discuss your financial goals to develop a clear plan, customized to meet your needs.
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Then, begin implementing a financial strategy with confidence.
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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.
Are you looking to change financial advisors?
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Finding an individual or firm who is working in your best interest is crucial. Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, 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 |
