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Director and Senior Wealth Manager . Carnegie Investment Counsel
Pepper Pike, OH
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With wealth comes responsibility. As a truly independent investment management and planning firm, Carnegie Investment Counsel has a rich history of providing careful and responsible management of your financial assets to reach your short and long-term goals. We are structured so that trust and accountability are emphasized, personal relationships matter, and advice is given always in the best interest of the client. Our niche is in customized portfolio management and financial planning for clients throughout their evolving financial lives. We work hard to understand your needs, adhering to time-tested disciplines while responding to the extraordinary dynamics of today's global investment picture. By remaining independent, we stay true to our focus without the distractions of outside shareholders or self-interested promotion of proprietary products. We do it for an eclectic - and impressive - client base including retirees, professional musicians, business owners, and entrepreneurs, educators, executives, attorneys, world-renowned architects, physicians, private foundations, and endowments. We also serve businesses, non-profit foundations and religious organizations. Perhaps you belong here, too. Our Core Investment Philosophies: - Take minimal risk as necessary to achieve each client's objectives - Invest in profitable companies with prospects for growth - Diversify among and within asset classes - Keep transaction and other costs low - Manage tax efficiency when possibleCarnegie Investment Counsel Address
30300 Chagrin BoulevardPepper Pike, OH
United States