Carnegie Investment Counsel

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.