Carnegie Investment Counsel
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Wealth Management for Foundations and Nonprofits

Partnering with you to provide financial guidance for every step of your organization’s growth.

Book An Appointment
PARTNER WITH A FIDUCIARY
PARTNER WITH A FIDUCIARY
IMPLEMENT A SOUND STRATEGY
IMPLEMENT A SOUND STRATEGY
CONFIDENTLY PURSUE YOUR MISSION
CONFIDENTLY PURSUE YOUR MISSION

We understand the challenges of nonprofit and foundation management.

A nonprofit cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future. It can be a challenge to manage: 
Operational costs

Capital growth expenditures

Increasing awareness among your target audience

Raising funds from donors

SCHEDULE APPOINTMENT
Request For Proposal

We understand the responsibility of stewardship as it applies to your organization’s endowment.

Selecting the right investment advisor for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts.

Carnegie is an SEC Registered Investment Advisor, dedicated to serving clients by the fiduciary standard, often considered the highest standard of care. As a financial advisory firm for nonprofits and foundations, we place your organization’s best interest at the heart of our work. We are prepared to partner with you to increase the likelihood of financial success, so you can focus on making a positive impact in your community. 
Take advantage of these Carnegie benefits:

Fiduciary duty

Independently owned

Ranked in the Top 300 RIA 2018 by Financial Times magazine for five consecutive years

$2.5 billion assets under management and advisement*

*Estimated as of February, 2019

Services we provide to your nonprofit or foundation:

Portfolio management

Investment policy statement consulting

401(k) and 403(b) plan advisement

Board/investment committee education

Providing a vehicle for gifting assets

Detailed quarterly reporting

SCHEDULE APPOINTMENT

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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

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We understand the responsibility of stewardship as it applies to your organization’s endowment.

Carnegie has always served clients as a fiduciary, which has been called the highest standard for a financial advisor. By working with Carnegie, you may confidently follow the vision of your nonprofit, knowing you have a sound investment plan.

Using our proven research experience, we create asset allocations and customized portfolios to support your mission.

At Carnegie, our firm’s stability and long-standing tenure serving foundations and nonprofit organizations allows us to build enduring relationships. We start with a thorough understanding of your organization's mission, values and resources. We then develop a financial plan to help strengthen your financial position and create strategies to weather the challenges and capture the opportunities ahead.  
​
Our foundation and nonprofit investment process, much like our other areas, is based on transparency and an open dialogue with your specific advisor. With foundations and nonprofits, we also facilitate and simplify communications among trustees, board members and you, as portfolio manager or manager of the foundation.
Wealth Management for Foundations and Nonprofits
Carnegie Investment Counsel Investment Policy Statement for Foundations and Non Profits

One of the foundations of our relationship will be the nonprofit’s investment policy statement.

Also, we will help your organization’s governing body meet its fiduciary duties with a well-documented policy statement to provide the structure and parameters of the investment process including:
Acceptable types of investments that fit with your organization’s mission

Investment objectives and acceptable risk tolerance

Process outlines for selecting acceptable allocation ranges and asset classes

Cash distribution requirements to meet your organization’s needs

Timeline for ongoing investment performance reviews

Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


First, meet with an advisor to discuss your organization's financial objectives.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


Second, we craft an Investment Policy Statement (IPS) (if applicable) that meets your needs and criteria.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


Third, implement an investment strategy that satisfies your cash flow, short and long-term goals.
Book An Appointment
Request For Proposal

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Telephone

800-321-2322

Email

info@carnegieinvest.com

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Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. ​For more information please visit our full disclosures page. ​

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Locations

Cincinnati, OH
Cleveland, OH
Ft. Myers, FL
Los Angeles, CA
New York City, NY
Philadelphia, PA
Pittsburgh, PA
​Toledo, OH
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

©2021 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Non Profits
      • Religious Entities
  • About
    • Team
    • Why work with a RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis