Carnegie Investment Counsel

Carnegie Investment Counsel is a Registered Investment Adviser (RIA) that offers a range of financial services, including investment management, financial planning, and corporate retirement plans. The firm's commitment to providing custom solutions for individuals, families, nonprofits, and business owners sets it apart in the industry. As an independent Registered Investment Advisor regulated by the U.S. Securities and Exchange Commission (SEC) and a fiduciary, Carnegie Investment Counsel is dedicated to prioritizing its clients' best interests at all times. Founded in Cleveland, Ohio in 1974, the company has since expanded to operate from nine offices with nearly 60 team members and over $4.5 billion in assets under management and advisement as of 4/1/24. The firm is rooted in the philosophy of helping clients 'Invest with Intention,' emphasizing personalized strategies and complete transparency in portfolio performance and fee structures. This commitment reflects the importance of preserving and respecting what clients have diligently worked for and saved. The company's dedication to client empowerment and ethical standards positions it as a noteworthy player in the highly competitive finance, financial services, and wealth management sectors within the United States. Visit www.carnegieinvest.com to explore how Carnegie Investment Counsel can help individuals and organizations align their investments with their objectives.