Carnegie Investment Counsel

www.carnegieinvest.com

Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.

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Carnegie Investment Counsel is an SEC Registered Investment Adviser (RIA), providing personalized financial guidance to help preserve and grow your wealth. As a fiduciary, we are obligated to place your investing success ahead of our returns. We specialize in Investment Management, Financial Planning and Corporate Retirement Plans. Carnegie Investment Counsel is fee-only, meaning our only compensation is a percentage of assets managed, which is an agreement made before starting service. This transparent model promotes trust and helps to remove conflicts of interest. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees and over $3 billion in assets under management and advisement (as of 9/30/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.

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Country

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State

Ohio

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Employees

11-50

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Founded

1974

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Principal / Director of Retirement Services

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Research

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Principal / Director of Participant Services

    Email ****** @****.com
    Phone (***) ****-****

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