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 Planner™. 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.
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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.