Lori A. Marshall

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.

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.

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.

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.

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.

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

We provide a full range of services to help businesses deliver the best retirement plan options to their employees and also handle the responsibilities of plan management and employee engagement. We manage the details so you can focus on the needs of your business.

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. We provide guidance pertaining to efficient tax planning, charitable planning, and family legacy planning.

As an employee-owned firm ourselves, we have a unique perspective and deep understanding of employee-owned businesses. This makes us a great partner to help guide the impact and success that employee-owned stock option programs can have in your organization.

One of the cornerstones of our long-term success is our ability to partner with organizations to thoroughly understand their investment goals and objectives. We help craft and refine Investment Policy Statements to properly reflect the needs of the organization.

As a fixed income manager, our Quality-Yield investment approach to building portfolios combined with our extensive experience and continuity of our investment team, has continued to result in success for our clients.

Our strategies emphasize high-quality, predictable cash flow securities at appropriate valuations. All of our equity strategies are built with the expectation of exceptional risk-adjusted results.

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

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