Discover our breadth of capabilities, all designed to serve you

At Johnson Investment Counsel, our divisions - Wealth Management, Family Office Services, Trust Company, and Asset Management - are designed to meet your evolving financial needs. Since our founding, we've focused on delivering personalized solutions and exceptional service. As our clients' lives have grown more complex, we've expanded our offerings to include Johnson Trust Company, Family Office Services, Johnson Mutual Funds, and the Johnson Charitable Gift Fund - all to support you today and for generations to come. Across every division, you'll find a team committed to putting your interests first. Whether you're seeking wealth management, estate planning, family office support, or institutional investment services, we’re here to offer trusted guidance and customized strategies to help you protect and grow your legacy.

  • Wealth Management

    Personal and Customized Strategies

    An effective wealth management plan and investment strategy gives you the peace of mind that your assets will endure. Our personal and customized approach is designed to help you confidently navigate the changes and opportunities that impact you, your family, and your legacy.

  • Trust Company

    Preserve Your Wealth

    When it is time to manage how your wealth will be safeguarded and shared, Johnson Trust Company ensures your estate plan aligns with your values, so the vision you have for your financial assets will last for generations.

  • Family Office Services

    Live Your Legacy

    If you are a member of an ultra-high net worth family, we can help you navigate complex situations and provide a strategic approach for fine-tuning the ways your wealth is invested, preserved, enjoyed, and shared for generations.

  • Asset Management

    Strengthen Your Organization

    At Johnson Asset Management, our disciplined approach to investment management strives to deliver superior results and provides solutions to meet the unique needs and requirements of institutional clients.

Meet our divisional leadership teams

Our Team

Driven by a genuine heart to serve

Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.

  • Deep expertise. Individualized solutions.

    We know each person and every family is different than the next. We take the time to get to know you: your life, expectations, and goals. Our team-based approach provides a range of services and resources that allow us to build uniquely crafted solutions for your needs and your vision for the future.

    • Investment Management

      Our in-house team of full-time research analysts works in concert with our advisors as we construct each portfolio, balancing risk and return for each client’s specific situation.

    • Retirement & Cash Flow Planning

      Your path to retirement is as unique as you are. We work closely with you to identify your goals, address your concerns, and ensure long-term financial security by developing a tailored and comprehensive financial plan.

    • Income Tax Planning

      Our advisors understand the relationship between taxes, financial planning, and investments. We work with clients and their tax professionals to provide a coordinated solution in line with the overall plan.

    • Estate Planning & Trust Services

      Our team of estate planning attorneys and trust professionals within Johnson Trust Company provide counsel to ensure the right decisions are made to preserve and transfer your wealth over time.

    • Charitable Planning

      At Johnson Investment Counsel, we facilitate charitable giving in flexible and impactful ways. We also develop and implement a family philanthropy plan for you and your loved ones that will guide multi-generational charitable giving that is clear in purpose and produces measurable results.

    • Asset Protection & Insurance

      We focus on balancing clients’ risk exposures and current protections to mitigate the impact of unforeseen events on their financial goals.

  • Customized services for every stage of your business

    From establishing a robust corporate retirement plan strategy to helping you plan for what comes after the sale of your business, our firm is here to help you navigate your business’s needs. Our team’s expertise and experience make us the right kind of knowledgeable and professional partner to ensure long-term success for your business and more importantly, for your employees.

    • Corporate Retirement Plans

      Our dedicated in-house team oversees our retirement plan practice, which includes a process for selecting and monitoring plan investments. Our approach is similar to that of our Wealth Management team’s approach: we focus on educating and guiding plan participants to the most effective way to utilize their 401K investments.

    • Business Transitions

      From helping to formulate a financial plan for the windfall that comes with selling a business, to providing corporate guidance, we work closely with business owners to create and implement solid financial strategies. The earlier we can get involved, the greater impact we can make. Our Johnson Trust Company provides guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.

    • ESOP Clients

      As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us great partners to help guide the impact and success that Employee Stock Ownership Plans can have in your organization.

  • Explore our institutional investment services

    Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. We still carry forth this mission today, providing customized solutions for institutions through our Johnson Asset Management group. This team works closely with our clients to create and implement a long-term plan for your organization that will align your current needs and future goals.

    • Investment Policy Consultation

      We work with you to thoroughly understand your organization’s investment goals and objectives.

    • Fixed Income Asset Management

      As a fixed income manager, we focus on investment-grade, corporate securities designed to deliver portfolio stability.

    • Equity Asset Management

      Our strategies emphasize high-quality, large capitalization equities built to provide exceptional risk-adjusted results.

    • Asset Allocation

      We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.

    • Customized Solutions

      By developing a partnership with our clients, we are often in a position to offer unique, tailored solutions.

Wealth Management Services

One of our core principles has always been to understand a client’s full financial picture. Investing does not happen in a vacuum; one must look at every angle, facet, and implication to build the most appropriate investment strategy. When you work with Johnson Investment Counsel, you’ll experience a personalized and holistic approach to help you navigate the changes and opportunities that impact you, your family, and your legacy.

Family Office Services

At Johnson Family Office Services, our highly credentialed teams work collaboratively to provide customized solutions for ultra-high net worth families. Our concentrated and sophisticated approach helps our clients navigate even the most complex situations.