Carnegie Investment Council
25550 Chagrin Boulevard
Suite 101
Beachwood, OH 44122
Who We Are
We will spend the time to get to know you and your objectives. We have wonderful clients:
- Retirees
- Professional Musicians
- Business Owners
- Professors and Teachers
- Executives, Attorneys
- World-Renowned Architects
- Physicians
- Private Foundations
- Endowments
Diverse backgrounds with similar needs: assistance with planning their dreams, prudent implementation of their investment strategy, and proactive advice as markets and/or needs change. Our reputation speaks for itself.
We are one of Cleveland’s leading investment management and planning firms and have local roots going back to 1974.
Our Two-Part Mission
Carnegie is exclusively Fee-Only. This means we never accept commissions for investments we make and we are not motivated by “soft-dollar” or hidden benefits. We are always a fiduciary and act in the clients’ best interest.
- To completely understand our client’s financial situation and provide superior investment management and financial advice in accordance with their unique objectives.
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To relieve our clients of the burden of planning and managing their investments so they can reach their financial destinations with peace of mind.
Our Principles
- Always act in the best interest of the clients
- Always act ethically and honestly
- Remain independent and unbiased
- Thoroughly understand our client’s circumstances
- Proactively educate our clients
Our Narrow Focus
We know what we know, and more importantly, we know what we don’t know. Our niche is to provide custom portfolio management and planning for a select group of clients. We earn our fees every day by working hard to understand our clients’ needs, adhering to time-tested disciplines and responding to the changing dynamics of the investment world. By being independent, we can stay true to our focus without being distracted by the need to satisfy outside shareholders or sell proprietary products.
We specialize in:
- Custom Portfolio Management
-
Planning
Our Core 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 Possible
Our Process
Discovery Meeting to Discuss Your Situation- Develop Suggested Goals and Risk Parameters
- Create and Agree Upon the Investment Policy Statement
- Begin Implementation Over Period of Time
- Monitor and Rebalance Positions
- Respond to Changes – Market Outlook and/or Client Objectives
Thank you for your interest!
Please be aware that Carnegie Investment Council has a portfolio minimum of $500,000 to accept inquiries through this directory.
