Are We Right For You?
Personalized services builds prosperous relationships.
Our clients place great value on the objective advice, personalized service, and professional expertise they receive. Because each client has unique long-term goals, income needs, tax profiles, and risk tolerances, no two portfolios we create are the same.
We tailor our services to each client to help them successfully reach their specific financial goals. Each relationship with Investment Counsel includes:
- A thorough evaluation and understanding of your investment style and personal needs
- A direct personal relationship with your portfolio manager to make sure your needs are regularly addressed
- Personal meetings and regular phone calls
- Coordination of counsel with your accountant, attorney and other professionals
- Expert assistance with family wealth education and generational transfers
Expert assistance with family education and generational transfers
Are you looking for sound investment counsel? Contact us.