Carnegie Investment Counsel
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Our Services

We partner with you to preserve and grow your wealth.

Financial guidance centered around you.

Carnegie Investment Counsel Investment Management Services
INVESTMENT MANAGEMENT
​

We listen to your financial goals and personalize an investment strategy that makes sense for your life.
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Carnegie Financial Planning
FINANCIAL PLANNING 
​

Our holistic approach to wealth management creates strategic plans that help you achieve your goals.
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Carnegie Corporate Retirement Plans
CORPORATE RETIREMENT PLAN

We help you design, implement, and monitor the right retirement plan solutions for your employees. ​
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We understand you want to invest wisely.


Carnegie Investment Counsel is an SEC Registered Investment Adviser, serving clients as a fee-only fiduciary. As an RIA, our investment management services are aligned with growing your portfolio and acting in your best interest.

Over $3 billion assets under management as of 9/30/2022

Serving investors since 1974

Seasoned and credentialed team of financial professionals

Be paired with a pro who understands your unique challenges.

We serve a diverse client base, such as business owners, retirees, musicians, educators, executives, attorneys, world-renowned architects, physicians, private foundations, and endowments. One thing they all have in common is that they are really good at what they do and understand the value of professional advice.
Wealth Management for Individuals and Families
INDIVIDUALS AND FAMILIES
​

We understand you have life goals and ambitions that require significant resources. We also know that implementing an effective wealth management plan without proper guidance can limit your chances of financial success.
For Family
Investment Management for Businesses
BUSINESS OWNERS
​

We partner with you to build and optimize a sound retirement plan for your employees. Our ongoing financial wellness education helps your employees thrive and feel supported. Plus, we assist with proper policies that keep you compliant.
For Business
Financial Management for Foundations and Nonprofits
FOUNDATIONS AND NONPROFITS

Selecting the right financial manager for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts. ​
For Nonprofits
Wealth Management for Religious Entities and Ministries
RELIGIOUS ENTITIES

Bring your mission to life. A faith community cannot fulfill its mission if it doesn’t have adequate resources, both now and in the future. A successful endowment helps you cover operational costs and more.
For Endowments
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

©2022 Carnegie Investment Counsel. All Rights Reserved. 
  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Nonprofits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis