When you partner with us, you ​Invest with Intention.

​Carnegie Investment Counsel is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940, regulated by the Securities and Exchange Commission. Our seasoned professionals always adhere to the fiduciary standard. We’re dedicated to helping you preserve and grow your wealth to achieve or surpass your future aspirations, while consistently striving to disclose or eliminate potential conflicts of interest.

• 50-year history of serving clients
• ​$4.5 billion in assets (as of date)
• 100% fiduciary, always placing our clients’ interests first
• 100% independently owned and operated with no outside shareholders
• 100% fee-only structured so when you do better, we do better
• Use of third-party custodian for added security
• Unaffiliated with banks or brokerage firms

Speak with an advisor

Don't settle for the following from an investment advisor:

• Lack of reporting and transparency
  
• Limited access to your funds
  
• Ambiguity about who is responsible for investment decisions
  
• Paying high or hidden fees
  
• Penalties for withdrawals  
  
• Feeling overlooked and underserved

Speak to an advisor

With Carnegie, you will

Gain complete transparency
​of your investments

Maintain full access
​to your money

Remain consistent
​with your objectives

Expect complete transparency.

Wall Street thrives on misleading well-meaning investors into advisory services that lack transparency in fees, performance, and manager qualifications. Even more, not all advisors are held to uniform standards—leading to uncertainty and possibly diminished returns. Understanding the different types of advisors is essential to avoiding costly errors and ensuring the best guidance.

Bottom line: It's essential to partner with a fiduciary who’s dedicated to prioritizing your financial well-being and best interests with complete clarity.

Speak to an advisor

Expect personalized service
​without compromise.

Call us old-fashioned, but we believe you should know precisely who is making the investment decisions in your portfolio. At Carnegie Investment Counsel, you’ll work with and have direct access to an investment team that’s dedicated to delivering regular, transparent reporting and responding to any needs, questions, or changes you may have.

On-demand, on-going
performance reporting.

The importance of knowing you’re on track to meet your financial goals can’t be overstated. At Carnegie, your portfolio management team is committed to delivering timely and accurate updates tailored to your specific needs with complete transparency. We’re here to help you stay confident and informed every step of the way.

• Daily online account access
• Monthly reporting from the custodian
• Quarterly statements sent by your portfolio manager
• Annual portfolio reviews or by request

Experience, Discipline &
Consistency.

We only select high-quality holdings at a fair price, tailored to each client’s unique needs and preferences. Which includes identifying exceptional companies with strong management, innovative products and services, and consistent growth—as well as leveraging comprehensive research and extensive experience to: 

• Align with your objectives
• Take minimal risk in order to meet your goals
• Meet your income needs
• Reflect your social responsibility preferences

Simple fee
​structure.

You deserve to have a clear understanding of the fees associated with investment management services. At Carnegie, our compensation is solely based on a pre-agreed percentage of assets managed. This transparent compensation model fosters trust and ensures that both your and our interests are aligned—you do better, we do better.

• We don’t sell commission products
• No one-time setup charges
• No administrative fees from Carnegie
• No third-party management fees

Speak to an advisor

Let’s Invest with Intention

Schedule a complimentary consultation

We get to know you first, then assess your financial situation.

Discuss your goals

We organize and structure a personalized plan to meet needs today and aspirations tomorrow.

Implement your  plan

We monitor and strategically adjust through time to ensure your plan moves with you through life’s journey.

Speak to an advisor

Whether you invest with us or with someone else, we want you to feel empowered.

Download our free eBook: Four Questions to Ask Before Hiring a Financial Advisor

About Carnegie Investment Counsel

​Carnegie Investment Counsel has an extensive history in investment management, with roots going back to 1974 as a division of Prescott, Ball and Turben. Prescott was one of the largest independent brokerage firms in the country, with offices in Cleveland and New York City. In 1991, Carnegie became its own entity as an independent, employee-owned Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940, where the firm focused on providing unbiased investment management and financial advice for individuals, families, institutions, and nonprofit organizations.

Investment Topics by Carnegie Advisors

The Question Isn’t “Will You Act as a Fiduciary?” It’s “Will You Act as a Fiduciary, 100% of the Time?”

The word fiduciary has evolved from some obscure financial terminology rarely uttered at the neighborhood cocktail party to the in-vogue standard. If your financial person doesn’t meet the standard, you might be deemed a rube. The term fiduciary seems so...Read more.

When Should I Meet With a Financial Advisor and How Do I Set That Up?

Wherever you are on your financial journey, there are certain times you may want to meet with a financial advisor for their professional insight and recommendations. Working with a trusted fiduciary advisor can help you plan your future...​Read more.

What’s on Your Bucket List? And How Do You Achieve Those Dreams Financially?

Your bucket list can take many different forms, but the underlying design will always revolve around your aspirations and subsequent achievements. Here we also provide advice on how to plan for your bucket list items financially. Read more.