Carnegie Lake Advisors, LLC (CLA) was established to provide objective, customized asset management services with transparency for individuals, corporations, and not-for-profit institutions. As fiduciaries, we offer independent, fee-based wealth management advice geared toward delivering long-term capital appreciation and consistent income generation. At CLA, our clients benefit from having Separately Managed Accounts that are tailored to their specific financial needs and goals.
A Separately Managed Account is a segregated portfolio comprised of stocks, bonds or other assets designed to meet each client’s investment objectives. Client assets are always held directly in their accounts unlike a mutual fund or a hedge fund where they are pooled. Our clients can go online anytime and view their own individual account holdings.
At Carnegie Lake Advisors, we don’t outsource investment management to third parties, and all investment decisions are made in-house. Clients are encouraged to meet and speak directly with the portfolio manager responsible for their accounts. Our focus is on you.
Carnegie Lake Advisors is pleased to have a clearing and custody relationship with Charles Schwab & Co., Inc. through their Schwab Advisor Services platform. Schwab’s reputation, strength and resources, combined with world-class execution and banking products, deliver the support and services our clients want and deserve.
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