Clients

Investment management tailored to individual objectives

Each portfolio we construct is designed and managed for a specific client, whether an individual, foundation, or family. We have decades of experience fulfilling the unique objectives of each.

What to expect from us:

  • Objective advice
  • Personalized service
  • Professional expertise

Every client’s expectations are unique. We tailor each¬†portfolio based on five specific criteria:

  • Needs
  • Concerns
  • Fears
  • Risk tolerance
  • Goals

Our clients benefit from personal attention, high-caliber investment expertise, and customized portfolios.

Individuals

Investment Counsel provides financial management services to individuals and families. We build custom portfolios with an eye toward:

  • Wealth preservation
  • Current Income
  • Lower volatility growth
  • Tax efficiency
  • Low portfolio turnover
  • Generational transfers

We understand the cash flow requirements of these institutions and offer active management solutions that protect and grow assets.

Foundations

Not-for-profit organizations face inherent challenges that require a diverse range of investment strategies. Investment Counsel assists and advises trustees on the setup and planning of:

  • Investment and spending policies
  • Planned giving services
  • Tax-exempt status and regulatory issues

Families

Investment Counsel provides financial management services to individuals and families. We build custom portfolios with an eye toward:

  • Wealth preservation
  • Current Income
  • Lower volatility growth
  • Tax efficiency
  • Low portfolio turnover
  • Generational transfers