Thank you for requesting our QCD Appeal Letter Template.

Carnegie Investment Counsel (“Carnegie”) is a registered investment adviser with the United States Securities and Exchange Commission (“SEC”). Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Carnegie or any person associated with Carnegie has achieved a certain level of skill or training. 

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times. The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. The FT 300 is one in a series of rankings of top advisers by the ​Financial Times. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.  Please see our website for other important disclosures: https://www.carnegieinvest.com/disclosures.html

©2021 Carnegie Investment Counsel. All Rights Reserved.