Carnegie Investment Counsel Email Format
Investment ManagementOhio, United States51-200 Employees
Carnegie Investment Counsel operates as an independent investment adviser registered with the U.S. Securities and Exchange Commission, offering customized investment management, wealth management, and corporate retirement plans to individuals, families, nonprofits, and business owners. As a fiduciary, the firm is required to act in clients\' best interests and provides transparent reporting on portfolio performance along with a straightforward fee structure. Founded in 1974 in Cleveland, Ohio, the firm has grown to serve clients through multiple offices with a professional team. The firm reports more than $4.5 billion in assets under management and advisement as of April 1, 2024. In May 2026, Carnegie Investment Counsel announced the promotion of Ben Connard to chief investment officer.