AHL Investment Management

Overview

AHL Investment Management is a hedge fund based in Winter Park, Florida, specializing in quantitative investment strategies. The firm focuses on large-cap U.S. equities, employing a disciplined approach and in-depth market research to develop customized investment plans designed to maximize returns and minimize risk. AHL primarily serves high net worth individuals, other individual investors, and a small number of charitable organizations, offering portfolio diversification through blue-chip stocks and supporting select charitable clients. The firm was founded in 2021 and was acquired by Carnegie Investment Counsel in October 2025, broadening Carnegie's national presence and deepening its footprint in the high-growth Florida market. As of January 2025, AHL managed approximately $200 million in assets across 346 accounts, with a team of three employees. The firm operates as a fee-only registered investment advisory firm, adhering to fiduciary standards to ensure that client funds are managed with care and transparency. AHL does not engage in practices that would jeopardize client assets, such as selling products on commission. The firm's investment philosophy emphasizes long-term wealth management, providing tailored solutions to help clients achieve their financial goals. AHL's team of experienced professionals works closely with clients to develop customized investment plans designed to maximize returns and minimize risk, utilizing a disciplined approach and in-depth market research. The firm is committed to maintaining high standards of regulatory compliance and ethical conduct, ensuring that client funds are managed with care and transparency. AHL's acquisition by Carnegie Investment Counsel in October 2025 has expanded its national presence and deepened its footprint in the high-growth Florida market, allowing the firm to continue providing personalized financial advice and investment management services to its clients. The firm's investment philosophy emphasizes long-term wealth management, providing tailored solutions to help clients achieve their financial goals. AHL's team of experienced professionals works closely with clients to develop customized investment plans designed to maximize returns and minimize risk, utilizing a disciplined approach and in-depth market research. The firm is committed to maintaining high standards of regulatory compliance and ethical conduct, ensuring that client funds are managed with care and transparency. AHL's acquisition by Carnegie Investment Counsel in October 2025 has expanded its national presence and deepened its footprint in the high-growth Florida market, allowing the firm to continue providing personalized financial advice and investment management services to its clients.

Investment Focus

• High net worth individuals
• Individual investors
• Charitable organizations

Portfolio Companies