Los Angeles, California (February 22, 2019)  ̶̶̶  Carnegie Investment Counsel is excited to announce the expansion into California with the merger of Laurel Grove Capital. Founded by Leora Garner in 1995, the entire team from Laurel Grove Capital will be joining Carnegie. According to Garner, “it was important to find a partner firm who shared our fiduciary mindset, values the relationships that we have established with clients, and that provides a planning-based experience. We believe the merger with Carnegie is in the best interests of our clients and the talented and dedicated professionals from Laurel Grove Capital.”

“Our philosophy at Carnegie has always been to minimize the changes felt by clients following a merger” explains Gary Wagner, Principal and Chief Operating Officer at Carnegie Investment Counsel. “The most valuable asset in our business is the relationship with the client. Our goal is to empower advisory teams to spend less time on the mundane administrative tasks of running the business to allow them to focus on helping their clients achieve their desired outcomes.”

To support the transition, Josh Mudse, CFP® will be joining the office in Century City as the Managing Director. “I am excited to join the experienced professionals in Los Angeles. Working closely with Leora to serve clients and engage in deeper planning conversations will not only add value to our existing client relationships, it will be a strong foundation to grow our presence in California.”
For advisors who value a customized approach to serving clients that have yet to create a succession plan for their business, for their clients and their valued employees, Carnegie Investment Counsel is an experienced partner firm, built to embrace the unique ways advisors serve their clients. Carnegie has grown to over $2 Billion AUM and has successfully merged almost a dozen firms that value the extra effort to provide a personal and custom approach to serving clients.

Carnegie Investment Counsel has been serving investors since 1974, founded by Prescott, Ball & Turben. Carnegie is a fee-only SEC Registered Investment Adviser. Independently-owned, with no obligations to deliver profits to outside shareholders. As a fiduciary, Carnegie seeks to place the client’s best interest first. For more information call 800.321.2322 or visit www.carnegieinvest.com.

​June 27, 2019 – Carnegie Investment Counsel is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.   

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. This year is Carnegie's fourth consecutive year to be included in this prestigious list. 

RIA firms applied for consideration, having met a minimum set of criteria. Applicants were then graded on six factors: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials of the firm’s advisers; online accessibility; and compliance records. There are no fees or other considerations required of RIAs that apply for the FT 300. 

The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4.6 billion in assets. The FT 300 Top RIAs hail from 37 states. 
 The FT 300 is one in series of rankings of top advisers by the ​Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).