Maximize the benefits offered by your Cleveland Clinic retirement plan with more investment choices.
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 brief conversation.
Take the next step and fill out the form. An advisor from Carnegie will contact you shortly to discuss your retirement position and how we may elevate your investment choices.