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Published on Nov 16, 2018
When Norm Klopp of Midwest Investment Management sought a firm to merge with, they found the right fit in Carnegie Investment Counsel. In 2017, MIM combined their team with Carnegie. The merger was a successful transition for both their team and their clients.
Carnegie Investment Counsel has become a home to professionals seeking to become a part of an independent RIA. Our industry is difficult to enter into and it has become increasingly difficult for smaller RIAs and Planners to maintain profitability. In today's marketplace, it is critical to be affiliated with a well-established firm. For the right firms, Carnegie Investment Counsel offers the opportunity to integrate into our structure to achieve economies of scale. Established brokers seeking to become independent, may have a higher comfort level by affiliating with a reputable firm. When considering your firm's succession plan, consider Carnegie. Contact us to learn more. 1-800-321-2322 or email firstname.lastname@example.org.