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What Makes Us Different
Longevity
Investment firms and investment strategies come and go. Investment Counsel has been successfully managing portfolios the same way for over 75 years.
Our disciplined investment approach relies on quality securities that are appropriate for all types of investors with different risk tolerances.
Research-Driven
Investment Counsel’s management philosophy always has been conservative in nature with longer term investment objectives being of primary importance.
Historically, the company has been characterized by its emphasis on investment in high quality securities identified via thorough internal research conducted by the firm’s principals. Our longevity and success over the years is largely attributable to this continuing emphasis on quality research.
Customized Portfolio Mangement
Our clients are extremely diverse, all with different return requirements, income needs, risk tolerances, and tax profiles. Therefore, no two portfolios are the same.
By building strong relationships with our clients, we are able to understand their unique needs and circumstances and build customized portfolios to meet their specific needs and help them reach their financial goals. We manage our tax-sensitive client portfolios in a low turnover-tax efficient manner.
Objectivity
As an independent employee owned firm, the professionals at Investment Counsel understand that integrity is key to developing trust and forming long-term relationships with our clients.
Investment Counsel is a fee-only investment management firm. We have no connection with any bank, insurance company, or any other financial organization. We do not sell investment products and do not accept any type of commission or referral revenue.
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Since 1929, Investment Counsel has mailed The Investment Letter to its clients. Now you can receive it too! Packed with insight and analysis, The Investment Letter will make you a savvier investor. Subscribe to The Investment Letter today.