Carnegie Investment Counsel Acquires $1.3B AUM Eagle Ridge Investment Management
Summary
“Carnegie has built a rich history of outstanding service and a commitment to developing a team of effective and experienced advisors. Clients of both firms will benefit from improved service offerings from the expansion of new talent and resources, prioritizing bespoke strategies that meet investors’ unique financial goals. “By joining forces with the premier team at Carnegie, we’re able to grow our resources and offerings to better serve those clients while maintaining the high-touch, personalized approach they have come to expect. Carnegie’s reputation for client service and accountability is in natural alignment with our mission, and we look forward to partnering with their established team.” This strategic merging of these firms emboldens Carnegie’s ability to provide top-tier wealth management services while strengthening the firm’s presence in the greater New York metropolitan market. Eagle Ridge’s proven track record of personalized investment strategies and client-focused values demonstrate a shared commitment to Carnegie’s core principles, creating a seamless partnership.