Carnegie Lake Advisors LLC
Carnegie Lake Advisors LLC is an independent investment advisory firm headquartered in Princeton, NJ. Founded by experienced professionals, the firm provides objective and customized asset management services for individuals, corporations, and not-for-profit institutions. Known for in-house portfolio management and a client-centric approach, CLA employs several Certified Financial Planners (CFPs) and portfolio managers, and maintains a relationship with Charles Schwab for clearing and custody. The firm typically manages client assets using Separately Managed Accounts, prioritizing transparency and tailored financial strategies.
Investment Strategy
Carnegie Lake Advisors LLC builds and manages customized portfolios tailored to each client's specific objectives and risk tolerance using Separately Managed Accounts (SMAs). All investment decisions are made in-house, and the firm provides clients with direct access to their portfolio managers. CLA focuses on long-term capital appreciation and consistent income generation, using diversified allocations in stocks, bonds, and other asset classes. The firm does not outsource investment management, ensuring independent and transparent advice, and prioritizes fiduciary duty and personal service.
Top Holdings
Equity Positions (165)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.71% | $14.8M | 28,629 | $430.30 | $517.95 | +$568.4K |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.91% | $12.8M | 25,385 | $460.26 | $502.74 | -$319.9K |
A AAPL | APPLE INC | 4.88% | $12.7M | 49,776 | $233.00 | $254.63 | +$2.4M |
S SYK | STRYKER CORPORATION | 3.88% | $10.1M | 27,304 | $361.26 | $369.67 | -$708.5K |
U UNH | UNITEDHEALTH GROUP INC | 3.25% | $8.4M | 24,466 | $584.68 | $345.30 | +$815.1K |