Carnegie Investment Counsel
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Private Equity, Real Estate, Venture Capital
Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Wealth Management
- Investment Management
- Financial Planning
- Corporate Retirement Plan Management
- Nonprofit Investment Management
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1974
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.
Contact
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Mentioned In
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$14.95
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$24.95
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