Why work with a Registered Investment Adviser (RIA)?Carnegie Investment Counsel
Since 1974 As a Registered Investment Adviser (RIA), our mission is to thoroughly understand your needs to increase your peace of mind.
We face no pressure to sell particular products or deliver returns to shareholders. As an independent advisor, we deliver genuine investment advice based on the best interest of the client. 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, their families and the community. |
|
Benefits of Working with a Registered Investment Adviser
FIDUCIARY STANDARD
Carnegie Investment Counsel is an SEC 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 has $2.5 billion in assets as of May 2019.
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.
|
Next, discuss your financial goals to develop a clear plan, customized to meet your needs.
|
Then, begin implementing a financial strategy with confidence.
|
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.
Download Our Free eBook: "Top Four Questions to Ask Before Hiring a Financial Advisor"
|
|
Here's what 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 |
