Carnegie Investment Counsel

Carnegie Investment Counsel company information, Employees & Contact Information

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
Email
in****@****est.com
Industry
Investment Management
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities
Trust, Fiduciary, and Custody Activities
Miscellaneous Financial Investment Activities
HQ
Pepper Pike, Ohio
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News

Carnegie Investment Counsel Celebrates 50 Years of Success, Unveils Refreshed Brand - PR Newswire

Carnegie Investment Counsel Celebrates 50 Years of Success, Unveils Refreshed Brand PR Newswire

Carnegie Announces Presenting Sponsorship of the Chagrin Documentary Film Festival - Yahoo Finance

Carnegie Announces Presenting Sponsorship of the Chagrin Documentary Film Festival Yahoo Finance

Carnegie Investment Counsel Acquires $1.3B AUM Eagle Ridge Investment Management - Business Wire

Carnegie Investment Counsel Acquires $1.3B AUM Eagle Ridge Investment Management Business Wire

Wendy Eldridge Joins Carnegie Investment Counsel As A Retirement Plan Advisor - lifehealth.com

Wendy Eldridge Joins Carnegie Investment Counsel As A Retirement Plan Advisor lifehealth.com

Carnegie Investment Counsel Expands Advisor Opportunities in Key Markets - PR Newswire

Carnegie Investment Counsel Expands Advisor Opportunities in Key Markets PR Newswire

Thomas Patrick Carroll - Cincinnati Enquirer

Thomas Patrick Carroll Cincinnati Enquirer

Carnegie Investment Counsel Acquires Florida-based AHL Investment Management - Business Wire

Carnegie Investment Counsel Acquires Florida-based AHL Investment Management Business Wire

Carnegie Investment Counsel Strengthens Executive Leadership With Key Organizational Changes, Welcomes Joe Spidalieri to Serve as Chief Operating Officer - PR Newswire

Carnegie Investment Counsel Strengthens Executive Leadership With Key Organizational Changes, Welcomes Joe Spidalieri to Serve as Chief Operating Officer PR Newswire

Crane Asset Management Merges With Carnegie Investment Counsel - PR Newswire

Crane Asset Management Merges With Carnegie Investment Counsel PR Newswire

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