Why work with a Registered Investment Adviser (RIA)?As a Registered Investment Adviser (RIA), we abide by the fiduciary standard, which requires us to place client objectives above company gains. As an independent, locally-owned, and operated firm, we have no outside shareholders to serve. Your best interest directs our decision-making process.
To further reduce potential conflicts, our compensation model is fee-only. This agreement is straightforward and transparent, promoting trust and aligning client-advisor interests. At Carnegie, we believe that with hard work, accountability, responsibility, and imaginative stewardship, we can help contribute to more prosperous and productive lives for our clients, families, and community. We help you have:
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Benefits of Working with a Registered Investment Adviser
FIDUCIARY STANDARD
Carnegie Investment Counsel is a Registered Investment Adviser (RIA), legally bound by the fiduciary standard when serving clients. That means we strive to act in the best interest of our clients. |
FEE-ONLY
Our advisors are compensated directly for services provided to clients. We do not accept any fees or compensation based on product sales. |
Carnegie Investment Counsel manages $3 billion in assets as of March 2021
It's our duty to select what's right for you.
INDEPENDENT
We are locally owned and operated. By remaining independent advisors, we stay true to our focus without the distractions of outside shareholders or sales of proprietary products. It’s our duty to select what’s right for your level of risk and your financial objectives. |
CUSTOMIZED
We recognize that each client is different. We work closely with you to ensure that we have the right processes in place to satisfy your unique needs. Then, we continuously evolve to align with your objectives as you grow and change. |
Getting Started is Simple.
First, call to book an appointment to speak with an advisor.
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Next, discuss your financial goals to develop a clear plan, customized to meet your needs.
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Then, begin implementing a financial strategy with confidence.
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So, start with step one, and in the meantime, download our free guide, “The Top Four Questions to Ask Before Hiring a Financial Advisor" below. Let’s begin our partnership today, so that you may stop worrying about your investment strategy and start pursuing more of what brings your life happiness.
Are you looking to change financial advisors?
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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 |
