Carnegie Investment Counsel, an independent, employee-owned Registered Investment Adviser, rang the Closing Bell at the New York Stock Exchange on December 30, 2025, commemorating more than five decades of fiduciary service and long-standing client partnerships.

The bellringing recognized Carnegie’s sustained growth and continued commitment to serving clients under the fiduciary standard. With roots going back to 1974, the firm advises on more than $7.5 billion in assets for individuals, families, nonprofits, and institutional clients across the United States.

The ceremony was led by Carnegie’s executive leadership and joined by long-tenured professionals whose experience and dedication have shaped the firm’s client-first culture. Being escorted to the NYSE dais and symbolically closing the market marked a milestone reflecting both the firm’s longevity and its focus on enduring relationships.

In conjunction with the event, Carnegie Investment Counsel announced a $100,000 charitable gift to the Malala Fund, supporting the organization’s mission to ensure every girl can learn and choose her own future. This contribution reflects Carnegie’s belief in purposeful stewardship and extending impact beyond investment management.

“Ringing the Closing Bell was a tremendous honor and a reflection of the trust our clients place in us,” said Richard Alt, Chief Executive Officer of Carnegie Investment Counsel. “This milestone represents more than growth. It reflects decades of acting as fiduciaries, investing with discipline, and building relationships that endure. Recognizing the Malala Fund allowed us to celebrate that trust by supporting a mission focused on long-term opportunity and empowerment of girls around the world.”

The event underscored Carnegie’s long-term perspective, both in portfolio management and in its broader role as a responsible corporate citizen, while honoring the clients and professionals who have defined the firm’s success for more than 50 years.

About Carnegie Investment Counsel

Carnegie Investment Counsel is an independent, employee-owned Registered Investment Adviser providing customized investment management and advisory services to individuals, families, nonprofits, and institutions. The firm operates under a fiduciary standard, placing clients’ interests first and emphasizing long-term discipline, transparency, and thoughtful stewardship. Additional information, including the firm’s Form ADV Part 2, is available upon request or at www.carnegieinvest.com.

For more information, call 800.321.2322 or visit www.carnegieinvest.com.

About Malala Fund

Malala Fund works to ensure every girl has access to 12 years of free, safe, quality education and the opportunity to choose her own future. Founded by Nobel Peace Prize laureate Malala Yousafzai, the organization invests in local education leaders and advocates for policies that remove barriers to girls’ education worldwide.

Important Disclosures

Carnegie Investment Counsel is a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. Assets under management figures are as of December 2025 and may change over time. Charitable contributions are not indicative of investment performance or client outcomes. This release is for informational purposes only and does not constitute investment advice or a solicitation to buy or sell securities.

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