Donald Haisman has more than twenty years of experience in the financial services business managing the assets of high net worth individuals, organizations and pension plans. Mr. Haisman earned his undergraduate degree in engineering and complemented it with a Masters in Business Administration (MBA).
Early in his career, he was a registered representative with Investors Diversified Services Inc. Frustrated by the conflict of interest inherent in a commission-based sales environment, he founded Haisman Wealth Management, Inc., a fee-only registered investment advisory firm. Haisman was recently acquired as a branch of Carnegie Investment Counsel in Ft. Myers, Florida where he serves as the Managing Director.
Mr. Haisman earned the professional credential of Certified Financial Practitioner™ practitioner. His 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. By utilizing low-cost, no commission investments held by an institutional custodian, Carnegie is able to implement investment strategies at quite a reasonable cost.
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.