At Carnegie Investment Counsel we provide custom investment management, wealth management, corporate retirement plans, and more for individuals, families, nonprofits, and business owners.
As an independent Registered Investment Advisor with the U.S. Securities and Exchange Commission (SEC) and fiduciary, we are beholden only to our client’s best interests 100% of the time.
In short, we help you Invest with Intention. We get to know you, customize a plan focused on your goals, and provide complete transparency into your portfolio’s performance and our straight-forward fee structure. All with the understanding that what you’ve worked, saved, and sacrificed for should be treated with the upmost gratitude and respect.
Founded in Cleveland, Ohio in 1974, we have nine offices, nearly 60 team members, and over $4.5 billion in assets under management and advisement (as of 4/1/24).
Visit www.carnegieinvest.com to learn how we can help you Invest with Intention.
Company Details
- Employees
- 76
- Founded
- -
- Address
- 30300 Chagrin Boulevard, 1970,united States
- Phone
- +1 800-321-2322
- in****@****est.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- carnegieinvest.com
- Keywords
- Fiduciary, Independent, Portfolio Management, Personal, Financial Planning, Endowments, Non-profit Portfolio Management, Wealth Management, Fee-only, Retirement Plan Services, Retirement Planning, Retirement, 401(k).
- HQ
- Pepper Pike, Ohio
Carnegie Investment Counsel Questions
Carnegie Investment Counsel's helpline number is +1 800-321-2322
Carnegie Investment Counsel's website is carnegieinvest.com
Carnegie Investment Counsel's LinkedIn profile is https://www.linkedin.com/company/carnegieinvest
Carnegie Investment Counsel has
76 employees.
View email and phone details for 76
employees at Carnegie Investment Counsel.
Carnegie Investment Counsel's industry is
Investment Management
Carnegie Investment Counsel's top competitors are
Key Bridge Compliance,
Ria Compliance Concepts,
Dinsmore Compliance Services,
Mai Capital Management,
Cain Brothers,
Rockefeller Capital Management,
Aspect Advisors,
Pension Advisors,
Ci Segall Bryant & Hamill,
Compliance Advisers, Inc..
Carnegie Investment Counsel's support email address is info@carnegieinvest.com
Carnegie Investment Counsel's categories are Investment Management
Carnegie Investment Counsel's founding year is 1974
