Investment Counsel banner...
Services
For over 75 years, Investment Counsel has provided guidance to families and institutions in the conservative stewardship of their investment portfolios through excellent personalized client service, tailored portfolio management, and a commitment to the highest quality research. During that time, we have assisted our clients in successfully reaching their financial goals and sustained relationships that have lasted generations.
As a client of Investment Counsel you will receive:
- A direct personal relationship with your portfolio manager, who will listen to you to understand your circumstances and risk tolerances and design a customized portfolio to meet your needs
- A team of associates who will monitor your portfolio to ensure that your needs are addressed and objectives met
- Timely communication in the form of personal meetings, phone conversations, quarterly portfolio statements, ongoing portfolio analyses and commentary, and “The Investment Letter”
- Immediate response to questions and concerns
- Coordination with your accountant, attorney and other professionals
- Expert assistance with generational transfers and family education
Subscribe to The Investment Letter
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.