Carnegie Investment Counsel
Keith Vargo, CFA, is a seasoned investment professional with extensive experience in portfolio management. Currently serving as Senior Portfolio Manager at Carnegie Investment Counsel since October 2017, Vargo previously held the position of Partner and Portfolio Manager at Midwest Investment Management LLC from 2011 to 2017. Vargo's earlier roles include Client Advisor and Director of Portfolio Operations at Fairport Asset Management, where responsibilities ranged from managing large-cap value portfolios to overseeing portfolio operations. Vargo's career began at Roulston & Company, Inc., where Vargo served as Portfolio Manager from 1992 to 2000.
Carnegie Investment Counsel
Carnegie Investment Counsel is a legal fiduciary that provides personalized financial guidance to help you preserve and grow your wealth. As a Registered Investment Adviser with the United States Securities and Exchange Commission ("SEC"), our experts specialize in Investment Management, Financial Planning, and Corporate Retirement Plans. We serve individuals, families, nonprofits, and business owners. We operate on a 100% fee-only compensation model, meaning we only receive a percentage of the assets managed, as agreed upon before starting service. This transparent approach promotes trust and eliminates conflicts of interest. We understand the importance of feeling comfortable and confident in your investment and financial strategy. Therefore, we dedicate ample time to understanding your short- and long-term objectives, which enables us to tailor-make an investment portfolio and financial plan that aligns with your goals. Founded in Cleveland, OH, in 1974, our firm has grown to nine offices, 50+ employees, and over $3.5 billion in assets under management and advisement (as of 12/31/22). Visit www.carnegieinvest.com to learn more about how Carnegie can serve you.