With over four decades of investment management experience, we have developed considerable skills in tailoring portfolios to meet clients’ unique needs. Our approach integrates sound academic principles while accounting for the growing complexity of today’s financial markets and financial innovations.
Our Portfolio Managers expertly construct well-diversified portfolios, that balance risk and return, to achieve your goals. Whether you are younger and investing for long-term growth or older and investing for income and stability, we construct a tailored portfolio representing your unique needs, with an eye on reducing volatility so you feel confident about your investment strategy—and sleep well at night.
Our Research Department and Portfolio Managers collaborate on a daily basis to analyze the economy and financial markets and to identify investment opportunities. We also utilize expert research from outside of our firm, which leads us to invest in stocks and bonds that offer reasonable returns without undue risk. We also utilize low-cost, no-load mutual funds and exchange traded funds (ETFs) to cost effectively access specialized areas of markets—both domestically and internationally.
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Johnson Investment Counsel also serves as investment advisor for the Johnson Mutual Funds, a no-load family of funds. Learn more about
Johnson Mutual Funds.