CLEVELAND, May 8, 2024
/PRNewswire/ -- Carnegie Investment Counsel, a distinguished
independent Registered Investment Advisor (RIA) managing over
$4.5 billion in assets (as of
4/1/24), announces strategic opportunities for advisors in select
regions, including Southern
California, Ohio,
Pennsylvania, and Florida.
As a growing owner-operated firm, Carnegie Investment Counsel
distinguishes itself from national aggregators and private
equity-backed entities. The firm's commitment to independence
allows advisors to retain autonomy while benefiting from
comprehensive support and resources.
"Our expansion initiative aims to partner with talented advisors
who, perhaps, wish to escape the barriers of more restrictive
structures, who share our dedication to client-centric, fiduciary
investment and wealth management services," stated Gary Wagner, President of Carnegie Investment
Counsel. "We provide dedicated support, robust technology, and
access to our seasoned investment team, empowering advisors to
deliver exceptional service to clients."
Key highlights for prospective advisors include:
- Comprehensive Support: Carnegie Investment Counsel
offers dedicated marketing, business development, and back-office
support, enabling advisors to focus on client relationships.
- Open Architecture: Advisors benefit from a fee-only
fiduciary model and open architecture, with custody services
provided primarily by Schwab and Fidelity.
- Ownership Potential: Carnegie Investment Counsel offers
competitive compensation and benefits, including equity
participation, fostering long-term career growth and ownership
opportunities.
Carnegie Investment Counsel invites advisors in Southern California, Ohio, Pennsylvania, and Florida to explore partnership opportunities.
The firm remains open to considering advisors from other regions
who align with its values and mission.
For more information about advisor opportunities at Carnegie
Investment Counsel, please contact Gary
Wagner at gwagner@carnegieinvest.com or (216) 367-4106.
Carnegie Investment Counsel ("Carnegie") has been serving investors since
1974, founded by Prescott, Ball & Turben. Carnegie is a registered investment adviser
under the Investment Advisers Act of 1940. Registration as an
investment adviser does not imply a certain level of skill or
training. For a more detailed discussion about Carnegie's investment advisory services and
fees, please view our Form ADV and Form CRS by visiting:
https://adviserinfo.sec.gov/firm/summary/150488.
Carnegie is a fee-only
Investment Adviser that is independently owned, with no obligations
to deliver profits to outside shareholders. As a fiduciary,
Carnegie seeks to place the
client's best interest first.
For more information, call 800.321.2322 or
visit www.carnegieinvest.com.
For media inquiries, please contact:
Klaudia Wierzbowska, Gregory FCA for
Carnegie
570-856-1360
klaudia@gregoryfca.com
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SOURCE Carnegie Investment Counsel