PARTNER WITH A FIDUCIARY
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IMPLEMENT A SOUND STRATEGY
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CONFIDENTLY PURSUE YOUR MISSION
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Don’t just get by. Bring your mission to life.
A faith community cannot fulfill its mission and vision if it doesn’t have adequate resources, both now and in the future.
Facility maintenance & upgrades
Community outreach
Updated technology
Youth and children programs
Educational programs
Community outreach
Updated technology
Youth and children programs
Educational programs
A successful endowment helps you cover operational costs and more.
Confidently follow the vision of your ministry, knowing you have a sound investment plan.
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We understand selecting the right financial manager for your endowment is a great responsibility. We believe you should partner with an advisor you can trust to nurture the generous gifts given by your members.
Carnegie is an SEC Registered Investment Adviser serving clients by the fiduciary standard, which is considered the highest standard of service. We are not motivated by commissions or the sale of proprietary products. As a fee-only advisor, our only incentive is to grow your principal investment. Your organization will receive the care and attention it deserves, backed by an experienced ensemble and extensive industry research. This is how we manage your ministry's resources towards a prosperous future. |
With our knowledge of faith based investing, take advantage of our strengths:
Ranked in Top 300 RIA by Financial Times magazine for five consecutive years Over $3.5 billion assets under management as of 12/31/2022 Independently owned |
Are you looking to change financial advisors?
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Finding an individual or firm who is working in your best interest is crucial. Enclosed in our eBook are four questions we recommend you ask any prospective group you review. Plus, 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 |
Faith-based investment strategies provide a way for investors to put their money where their values are.From finding Christian financial advisors to other faith-based investment strategies, we understand that each religious entity has a set of core values. Also known as socially responsible investing, faith-based investment strategies provide a way for investors to put their money where their values are.
We respect and understand multiple religious entity values and define strategies based on those guidelines. We also understand that religious-based investment rules have a wide variety of interpretations based on the teaching of your specific group. Faith-based investment practices align with the idea that how a business makes money is just as important as how much it makes.We understand the responsibility of stewardship as it applies to your organization’s endowment. As a fiduciary, we place your mission’s financial goals and interests ahead of our profit. That way, you may confidently follow the vision of your ministry, knowing you have a sound investment plan.
Our faith-based investment strategies allow you to assure your members that their investments are not being put into items and practices that don't match your spiritual values. We can screen out investments in alcohol, tobacco, gambling, guns or other markets that may be undesirable. |
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SCHEDULE A COMPLIMENTARY
CONSULTATION First, meet with an advisor to discuss your organization's financial objectives. |
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 PLAN
WITH CONFIDENCE Third, implement an investment strategy that satisfies your cash flow, short and long-term goals. |