Our portfolios are managed based on the principle that diversification is vital. Johnson Investment Counsel’s investment teams set boundaries for each portfolio while our Portfolio Managers retain the flexibility to customize each client’s unique portfolio.

Johnson Investment Counsel has developed three custom portfolio strategies that suit different client investment profiles:
Growth Portfolio - Large-cap portfolio with average equity volatility
Equity Income Portfolio - Large-cap, dividend-focus with below market volatility
Tactical Equity Allocation Portfolio - All cap, diversified portfolio that utilizes no load mutual funds and exchange traded funds to seek above average returns with lower volatility

We seek to invest in companies that are aligned with their shareholders and share our long-term investment approach. Typically, these companies have solid, competitive industry positions and excellent business plans. A reasonable valuation is also critical, because a great company is not always a great investment. Therefore, we evaluate whether the current market price already reflects the future growth of the company.
 
Our tactical equity asset allocation overlay incorporates a roster of no-load mutual funds and exchange-traded funds (ETFs) to offer a diversified global equity mix across all capitalization ranges.