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Updates
Timely updates and announcements on the economy, markets, and JIC news.
Blog
Practical advice on a wide variety of wealth management topics.
Research Edge Video
An inside look into the world of investing from our in-house Research Team.
Johnson Insight
JIC newsletters containing market updates and JIC employee news, also white papers on key wealth management topics.
Presentations
Workshops, webinars, and Wealth Management Forums.

Updates

Exciting News & Important Updates

Some of our offices will be physically moving to new locations and some will be remodeled in their existing location. As the work is being completed, we want to be sure that you are aware of important details impacting your experience. Seamless client service is our top priority.

Updates

2022 Patrick Chong Memorial Scholarship Recipients Awarded

Jason Jackman, CFA, President of Johnson Investment Counsel presented the 2022 Patrick Chong Memorial Scholarship to two outstanding students, Regan Henderson and Caitlin Kelhoffer.

Updates

Assessing the Risk of an Economic Recession

If your economic alarm bells are going off, you certainly aren’t alone. As the probability of two consecutive negative quarters grows, so too has the chorus of investors calling for the official start of an economic recession.  In this update, Director and Portfolio Manager Brandon Zureick, CFA, discusses factors impacting the probability of an economic recession and how Johnson continues to evaluate that risk.

Updates

Johnson Investment Counsel Announces Three New Shareholders

Johnson Investment Counsel is pleased to announce three new shareholders to the firm. The shareholders include Jamie Horn, Jonathan McEvoy, CFP®, AIF®, and Elizabeth Schaefer, CIMA®. Jamie Horn serves as the Director of Marketing at the firm and both Jonathan McEvoy and Elizabeth Schaefer serve clients as Senior Portfolio Managers in our Johnson Wealth Management division.

Updates

Johnson Investment Counsel Expands East-side Presence

Johnson Investment Counsel has expanded its footprint at its satellite office in Kenwood, having operated at this location since 2017. The firm will now occupy 33,220 square feet of the building, and accommodate 112 professionals, allowing the company to better serve clients across the region while accommodating its growing team of professionals.

Updates

Charles Rinehart Named Chief Investment Officer

Johnson Investment Counsel has named Charles Rinehart as the firm’s Chief Investment Officer. In his new role, Rinehart will manage the firm’s overall investment policy on behalf of its clients.

Updates

Mid-Year Economic and Market Update

In conversations with clients in recent weeks, we have fielded a number of questions related to the economy and markets. In this video, Chief Investment Officer Charles Rinehart, CFA, CAIA, and Director and Portfolio Manager Brandon Zureick, CFA answer some of the most common questions we’ve received and share our perspective, investment philosophy, and discipline that helps us navigate through periods of economic and market uncertainty.

Updates

2021 Patrick Chong Memorial Scholarship Recipients Awarded

Jason Jackman, CFA, President and Chief Investment Officer of Johnson Investment Counsel presented the 2021 Patrick Chong Memorial Scholarship to two outstanding students, Ana Lucia Gehner and Michael Stanis.

Updates

Johnson Mutual Funds Win 2021 Refinitiv Lipper Awards

Two Johnson Investment Counsel mutual funds have received 2021 Lipper Fund Awards in recognition of consistently strong risk-adjusted performance relative to their peers. The Johnson Equity Income Fund is a winner of the “Best Fund Over 5 Years” for Equity Income Funds. The Johnson Institutional Intermediate Bond Fund is a winner for “Best Fund over 3 Years” and “Best Fund over 5 Years” for Institutional Mutual Funds. 

Updates

A Conversation on Inflation

Whether it’s plywood, used cars, or groceries, consumers have been dealing with higher prices in 2021.  In this update, Jarett Levitsky and Brandon Zureick discuss the recent spike in inflation providing unique insight as to how it happened and answering the question on so many minds… are we in a new era of high inflation?

Updates

Johnson Equity Income Fund Wins Award

Johnson Equity Income Fund Wins Award

Johnson Investment Counsel’s mutual fund has received the 2020 Lipper Fund Award in recognition of consistently strong risk-adjusted performance relative to its peers. The Johnson Equity Income Fund is a winner of the “Best Fund Over 3 Years” for Equity Income  Funds.

Updates

JIC Columbus Sponsors Financial Literacy Program

JIC Columbus Sponsors Financial Literacy Program
JIC Columbus is pleased to announce their sponsorship of the nonprofit organization Rock The Street, Wall Street (RTSWS) bringing the financial and investment literacy program for high school girls to The Metro Early College High School in Columbus, Ohio. This is the first time that Rock The Street, Wall Street will be available in Columbus.

Updates

2020 Patrick Chong Memorial Scholarship Recipients Awarded

2020 Patrick Chong Memorial Scholarship Recipients Awarded
Jason Jackman, President, presented the Patrick Chong Memorial Scholarships to two outstanding students, Nicole Moulas and Andrew Moulas. This is the first time in the history of the award that the two recipients have come from the same family.

Updates

Perspectives on Economic Reopening

Perspectives on Economic Reopening

In this update, President and Chief Investment Officer, Jason Jackman, CFA, and Director and Portfolio Manager Brandon Zureick, CFA, discuss the reopening of the economy and its impact on investors.