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.

Investment Management

Carnegie Investment Counsel

Gary Wagner

Jodi Cowgill

Art Merriman

Christopher Carey

Elizabeth M. Hammelrath

Aif Shams Afzal

Richard Alt

The Portfolio Management Team at Carnegie Investment Counsel is responsible for developing, implementing, and continuously monitoring personalized investment strategies tailored to meet the unique financial goals of clients. The team conducts in-depth analysis, asset allocation, and rebalancing of portfolios. They aim to maximize returns while managing risk, ensuring clients' investments align with their long-term objectives and financial plans.

Portfolio Management Team

Leadership Team

Portfolio Management Team

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Team members

Other teams at Carnegie Investment Counsel

Leadership Team