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Divisions

Through our various divisions, Johnson Investment Counsel serves unique objectives for different monetary amounts, yet with the same principled approach of unbiased investment advice. Explore our divisions to learn about our breadth of services and contact us so our experienced advisors can determine how to best meet your needs.

Johnson Investment Counsel employees experienced portfolio managers who provide integrated wealth management services for our clients.

Wealth Advisory Services

We provide integrated wealth management services on a fee-only basis, mainly to individuals and families who have in excess of $1 million of investable assets.
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Johnson Investment Counsel offers comprehensive family office services that help families preserve wealth and reach their investment goals.

Family Office Services

We develop sophisticated solutions that assist families having a net worth of more than $10 million with accumulating, preserving, and transferring wealth.
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Johnson Investment Counsel offers personal investment services that help clients plan for and reach their financial goals.

Financial Advisory Services

Our Portfolio Managers offer personal investment management and financial planning, primarily to clients who have at least $500,000 in investable assets.
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At Johnson Investment Counsel, our portfolio managers use their experience of institutional knowledge to successfully implement investment plans for our clients.

Institutional Management

Rather than confining clients to “one-size-fits-all” investment models, our team develops customized solutions for the unique challenges faced by institutions.
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Johnson Investment Counsel provides trust services geared towards helping families manage their wealth, and secure investments for future generations.

Trust Company

We help families manage wealth with sophisticated trust services for individuals, charitable organizations, endowments, foundations, and retirement plans.
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Johnson's Charitable Gift Fund facilitates donations in flexible and meaningful ways by administering donor advised accounts and endowment funds.

Charitable Gift Fund

We facilitate entrepreneurial giving by donors in flexible and meaningful ways through our Gift Fund, which is qualified to receive tax-deductible charitable gifts.
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Johnson Investment Counsel serves as an advisor for mutual funds, offering seven publicly available plans - diversification is key.

Johnson Mutual Funds

We advise for seven publicly available mutual funds, aligning our clients’ capital interests to the prospects of our stock, real estate, and fixed income offerings.
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