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Tailored Investment Management

Relax with an investment management strategy that makes sense for your life.

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Clear Investment Management Strategies
CLEAR STRATEGIES
Active Investment Management
ACTIVE MANAGEMENT
Clarify Your Financial Goals
TRUSTED ADVICE

How do you trust an investment advisor who doesn’t put your interest first?

Many advisors sell products you may not need because they earn money on those sales. Not working with a fiduciary can leave you short of your goals.

For investors with portfolios of $500,000 or more.

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Investment Management Advisory

We understand you are working hard to build and maintain your wealth. 

 That’s why it’s important to partner with an investment advisor you can trust. Carnegie has always served clients as a fiduciary, which has been recognized as the highest standard for a financial advisor. It requires us to put our client’s interest ahead of our own profit.

​The heart of our tailored investment management approach is designed to help minimize taxes, keep costs low, and help successfully achieve your goals.
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Download Our eBook: "Top Four Questions to Ask Before ​Hiring a Financial Advisor"


Here's what 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

You want to invest and grow your wealth.

Understanding the marketplace can be overwhelming. We work to clarify your financial objectives then create a personalized investment management plan that fits your needs. With an effective investment strategy in place, you can relax and focus more on what brings you happiness. ​

At Carnegie, we know you want to be a confident investor.

​In order to do that, you need a strategic investment management plan that meets your specific goals. Plus, you need a trusted advisor to oversee that plan. You’ve worked hard for what you own, and you want to preserve and grow it. That’s why we partner with you to develop an investment plan you understand and feel comfortable with.
Understanding Investment Management
Complementary Consultation
SCHEDULE A ​COMPLIMENTARY
​​CONSULTATION


We get to know you to assess your ​current investment and financial situation.
Discuss Your Goals
DISCUSS YOUR GOALS ​
​AND DEVELOP A CLEAR PLAN


We organize and structure a plan for ​reaching your financial goals.
Implement Your Financial Plan
IMPLEMENT YOUR PLAN
​WITH ​CONFIDENCE


We monitor and strategically adjust your plan ​to keep it relevant throughout your life’s changes.
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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