Maximize the benefits offered by your Cleveland Clinic retirement plan with more investment choices.

Cleveland Clinic Retirement Plans Inforgraphic

As a Cleveland Clinic employee, you are able to hire a professional investment adviser, such as Carnegie Investment Counsel, where you have the ability to “self-direct” your retirement assets via Fidelity BrokerageLink®. This decision takes you beyond the standard 35-40 funds currently offered within your retirement plan and opens you up to more than 4,000 investment choices. This selection increase offers greater flexibility to select what we believe is the best representation within each asset class.

We’ve been working with individual’s Cleveland Clinic Retirement Plans for years managing their retirement plan assets and would welcome the opportunity to work with you as well! Let’s begin with a conversation. Take the next step and fill out the form to request a complimentary consultation.  

Request a Complimentary Consultation.

We would like to hear from you! Submit the form and we will be in touch with you shortly.

Request a Complimentary Retirement Consultation