CARNEGIE INVESTMENT COUNSEL
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Empower Your Mission

We work to preserve and grow your endowment, so you can focus on making an impact through your faith community.

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

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

A successful endowment helps you cover operational costs and more.
SCHEDULE APPOINTMENT
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Confidently follow the vision of your ministry, knowing you have a sound investment plan.

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.
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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?


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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Wealth Management for Religious Entities and Ministries
Nonprofit Fundraising with Appreciated Stock Donations


​Skyrocket Your Fundraising With Appreciated Stock Donations


​Is your nonprofit ready to accept donations of appreciated stock? Are you leveraging this option to the fullest? In this guide, we explain the benefits of stock donations and six tips to greatly increase your fundraising! Don’t miss out. 
Download Our Guide
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
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

Canonsburg, PA
Cincinnati, OH

Cleveland, OH

Cranberry Township, PA

Ft. Myers, FL

Los Angeles, CA

Philadelphia, PA

​Sag Harbor, NY

Stamford, CT

Toledo, OH

©2025 Carnegie Investment Counsel. All Rights Reserved. 
  • Personal
    • Investment Management
    • Wealth Management
  • Corporate
    • Corporate Retirement Plan Services
  • Nonprofit
    • Foundations and Nonprofits
    • Associations
  • About
    • About Carnegie
    • Team
    • Disclosures
  • News & Insights
    • Media Wall
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Talk to An Advisor
    • Request for Proposal
    • Offices
    • Careers
  • Client Login
    • Carnegie Login
    • Eagle Ridge Login