At Carnegie Private Wealth, we develop a customized investment strategy for each client based on their cash flow needs, risk tolerance, charitable intentions, tax situation and wealth transfer goals. Managing our clients' money is a responsibility that we take extremely seriously. We understand how hard our clients have worked to build their wealth—and we make balancing their wealth preservation and growth our top priority. We design robust, all-weather portfolios, modifying them frequently to reflect the ever-changing markets and lives of our clients.
As we create portfolios, we choose from a completely open-architecture roster of strategies, both active and passive, with a focus on after-fee returns. Our team has in-depth experience working with prosperous families over many decades. As a result, our clients gain from a legacy of operational efficiency, scalable processes and an investment philosophy with a strong track record of success.