ABOUT CARNEGIE FINANCIAL HOLDINGS, INC
The Carnegie Family investment fund was started over 10 years ago with the main purpose preserving and growing family wealth. It is now a multi-million fund that pays out monthly income to family and clients. No member of our fund has never left the fund with less capital than they started with, that is our guarantee and we stand behind that standard.
Our private investment fund is dedicated to providing long-term growth and wealth to our families and clients. We focus on rigorous research, diversification, and careful risk management, we deliver superior returns to our members.
Mission
We take a data-driven, multi-disciplinary approach to investing. Our research-intensive process allows us to make informed investment decisions that are aligned with our clients' goals. Our portfolios are diversified across asset classes and geographies, helping to minimize risk and maximize returns. We run a very successful Income Cycle of Selling Puts and if owned, Selling Covered Calls, paying out monthly income consistently.
Our Track Record
Our performance speaks for itself. Over the years, we have consistently delivered above-average returns for our clients, outpacing benchmarks and delivering on our promise of long-term growth.
Last year our fund had a annualized return of 42%, that was our most successful year on record. We don't expect that every year, but based on our historic returns we do generate over 20% returns each year for family and clients.
Fund Manager
Dale Carnegie
Dale Carnegie has been running the Carnegie Family Fund for over 10 years and has achieved an annualized yearly return of over 20% on average for the fund.
Graduating with a Master's in Computer Science from the University Bridgeport and achieved corporate success working at Gartner, Inc and Volvo Cars.
Dale started his investing career training under a Goldman Sachs executive on Wall Street, he learned the tricks used by professional traders to consistently earn profits. In 2012, Dale branched off and started the Carnegie Family Investment Fund and has successfully operated and grown this prestigious fund into a multi-million dollar fund.
Dale studied quant strategies and his philosophy is that by combining fundamental and technical analysis one can create high probability investments in an Income Cycle. The market go up but it also go down and sideways, and there's money to be made no matter which way the wind blows.
Using the same strategies of Wall Street traders, Dale aims to make money in any type of market. Since the inception of the fund, no member has left the fund with less money than they started, Dale guarantees that as part of the values of the fund.