“I get great satisfaction from showing affluent families how to simplify their financial lives and make smart money decisions so that they can achieve their goals and fulfill their values”
Don Haisman serves Carnegie Investment Counsel as the Managing Director of the firm’s Ft. Myers office and is a CERTIFIED FINANCIAL PLANNER™. Don’s investment philosophy is derived from his studies of Modern Portfolio Theory—focusing on building individual client portfolios that maximize profits per unit of investment risk.
Don has more than twenty years of experience in the financial services business managing the assets of high net worth individuals, organizations and pension plans. Early in his career, Don was a registered representative with Investors Diversified Services Inc.
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.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). 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.