Carnegie Investment Counsel
Overview
Carnegie Investment Counsel is a fee-only, fiduciary Registered Investment Adviser founded in 1974. With over $6 billion in assets under management as of March 2024, the firm offers personalized financial guidance to individuals, families, nonprofits, and retirement plans. The firm provides services such as investment management, financial planning, corporate retirement plan management, and nonprofit investment management. Carnegie Investment Counsel operates from multiple locations across the United States, including Ohio, Pennsylvania, Florida, California, New York, and Connecticut. The firm is committed to a client-first approach, emphasizing transparency and personalized service to help clients achieve their financial goals.
Reach Carnegie Investment Counsel directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Carnegie Investment Counsel
What sectors does Carnegie Investment Counsel invest in?
Carnegie Investment Counsel invests in Financial Services, Wealth Management, Investment Management, Financial Planning, Corporate Retirement Plan Management and Nonprofit Investment Management, and is based in Shaker Heights, United States. Carnegie Investment Counsel is listed as a institutional investor in the ConnectSafely investor database.
What stage does Carnegie Investment Counsel invest at?
Carnegie Investment Counsel backs companies at Early Stage, Growth, Late Stage, Pre-IPO, Buyout and Turnaround, writing cheques of 1M - 50M.
Which regions does Carnegie Investment Counsel invest in?
Carnegie Investment Counsel invests across United States.
How do I contact Carnegie Investment Counsel?
Carnegie Investment Counsel's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
