Cincinnati, OH Office
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Carnegie Investment Counsel
Multi-team
Firm-wide stats for Carnegie Investment Counsel
About
Carnegie Investment Counsel provides investment supervisory services, financial and retirement plan advice, and financial planning to a broad mix of clients including individuals, high net worth clients, pension and profit-sharing plans, charitable and nonprofit organizations, corporations, independent trust companies, government entities and other investment advisers. Services include discretionary and non-discretionary portfolio management, selection and oversight of third‑party managers, and incident‑to‑divorce and other specialized planning work.
The firm typically seeks to align portfolios with client goals through written investment policy statements, regular monitoring and a mix of analytical approaches — including fundamental, technical, cyclical, charting and ESG analysis — and may employ long‑ and short‑term trading, options and margin for appropriate clients. Carnegie requests discretionary authority for many accounts, works with TAMPs and provides ERISA‑sectioned fiduciary services for retirement plans, with reviews and reporting on a periodic basis.
Compared with many peers, Carnegie’s brochure emphasizes its succession and acquisition history (including grandfathered fee arrangements), and discloses a recent arbitration resolution tied to legacy holdings from an acquired firm, as well as a change in practice to no longer manage or accept performance‑based fees. The firm also notes relationships that are less common among peers — serving other investment advisers and government entities — and has expanded nongovernmental and nonprofit governance and fund‑development services provided at no additional charge.
Based on Carnegie Investment Counsel
Expertise
Based on Carnegie Investment Counsel
Location
2142 Alpine Place
Cincinnati OH 45206
Advisors at this office
3
Advisors at this office
Robert C
CFP®, Series 65
Cincinnati, OH
Carnegie Investment Counsel
Robert Carroll is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Carnegie Investment Counsel since 2013 and holds a Series 65 license. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.
Heidi R
Series 63
Cincinnati, OH
Carnegie Investment Counsel
Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.
Skye G
CFP®, CFA®
Cincinnati, OH
Carnegie Investment Counsel
Skye Garland is a CFP® and CFA® affiliated with Carnegie Investment Counsel, with five years of industry experience. Prior to joining Carnegie in 2025, Garland worked at Constellation Wealth Advisors, Johnson Investment Counsel, Mariner Wealth Advisors, and FEG Investment Advisors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.
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