Our Perspective on Industry News and Trends

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.

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.

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.

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.

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.

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. 

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?

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.

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.

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.

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.

In this update, Senior Portfolio Manager Scott Wyckoff, CFA, CFP®, and Director of Northeastern Ohio Market and Portfolio Manager Tony Kure, CFP® discuss why it's worth revisiting Roth Conversions today.

The outbreak of Covid-19 sent stocks plummeting in February and March, until they bottomed on March 23rd, down 35% from the peak. But since then, stocks have shot higher in dramatic fashion. The S&P 500 Index gained nearly 13% in April, its best one-month performance since 1987.

In this update, Senior Portfolio Manager Scott Wyckoff, CFA, CFP®, and Managing Director and Portfolio Manager Charles Rinehart, CFA, CAIA® discuss why high-quality stocks are an important component of a diversified investment portfolio.

In this update, Director and Portfolio Manager Brandon Zureick, CFA, explains our investment philosophy that bonds should be of the highest quality and provide portfolio stability, liquidity and reliable income, particularly during times of economic and market stress.

Listen to an update from Johnson Investment Counsel President and Chief Investment Officer Jason Jackman.

In conversations with clients in recent weeks we have discussed a number of issues related to the economy, markets, and the unfolding situation. We’ve compiled our answers to the most common of these questions below, and we will continue to share our perspective in the coming weeks.

Johnson Investment Counsel has been designated as an essential business, and will remain fully operational during the state of Ohio's Stay at Home Order. 

As your trusted advisor, it is our role to help you navigate through uncertain, challenging times like we are experiencing now. Read our latest message regarding the current crisis.

At Johnson Investment Counsel, the health and safety of our clients, employees, and their families is extremely important. We are monitoring the coronavirus situation and its impact closely in order to continue to provide you with the high level of service you expect.