Carnegie Investment Counsel

Products And Services

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  Customized Portfolio Management

  Carnegie Investment Counsel is an SEC Registered Investment Advisor, legally bound by the fiduciary standard when serving clients. That means we are required to act in the best interest of our clients. ​The heart of our tailored investment management approach is designed to help minimize taxes, keep costs low, and help successfully achieve your goals.

  Link: Customized Portfolio Management

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  Wealth Management & Financial Planning

  We understand it can be overwhelming to build a plan on your own. Our team of financial planning experts is prepared to guide you throughout the entire process of developing, monitoring, and adjusting your personal financial plan. ​As your lifestyle evolves, you can feel confident knowing you are working with an advisor who is committed to providing you with the highest standard of service.

  Link: Wealth Management & Financial Planning

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  Corporate Retirement Plan Services

  We understand how overwhelming it is to manage the many facets of your company's retirement plan. That’s why we partner with you to remove the burden of retirement planning and set your employees up for greater success now and in retirement. As a business owner, managing an attractive and effective company retirement plan alone can be daunting. We help reduce that burden as your co-fiduciary. We build and optimize your retirement plan, plus provide ongoing financial wellness education to your employees. With your company’s retirement plan handled, you can focus on what matters – growing your business.

  Link: Corporate Retirement Plan Services

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  Wealth Management for Foundations and Nonprofits

  Selecting the right financial manager for your foundation or nonprofit is a great responsibility. We believe you should partner with a fiduciary advisor you can trust to nurture assets and donor gifts. Carnegie is an SEC Registered Investment Advisor, dedicated to serving clients by the fiduciary standard, often considered the highest standard of care. As a financial advisory firm for nonprofits and foundations, we place your organization’s best interest at the heart of our work. We are prepared to partner with you to increase the likelihood of financial success, so you can focus on making a positive impact in your community.

  Link: Wealth Management for Foundations and Nonprofits

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  Endowment Management for Churches and Religious Entities

  We understand selecting the right financial manager for your endowment is a great responsibility. We believe you should partner with an advisor you can trust to nurture the generous gifts given by your members. Carnegie is an SEC Registered Investment Adviser serving clients by the fiduciary standard, which is considered the highest standard of service. We are not motivated by commissions or the sale of proprietary products. As a fee-only advisor, our only incentive is to grow your principal investment. Your organization will receive the care and attention it deserves, backed by an experienced ensemble and extensive industry research. This is how we manage your ministry's resources towards a prosperous future.

  Link: Endowment Management for Churches and Religious Entities