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.
October 28, 2022
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.
July 27, 2022
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.
July 11, 2022
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.
June 14, 2022
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.
May 31, 2022
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.
May 31, 2022
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.
May 19, 2022
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.
July 22, 2021
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.
July 01, 2021
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?
June 07, 2021
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.
October 06, 2020
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.
September 16, 2020
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.
July 08, 2020
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.
June 10, 2020
Revisiting Roth Conversions
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.
May 18, 2020
April 2020 Market Recap
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.
May 05, 2020
The Importance of High-Quality Stocks
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.
April 27, 2020
The Importance of High-Quality Bonds
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.
April 13, 2020
Update from President and Chief Investment Officer Jason Jackman
Listen to an update from Johnson Investment Counsel President and Chief Investment Officer Jason Jackman.
April 01, 2020
JIC Market Update - Frequently Asked Questions
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.
March 25, 2020
Ohio Stay at Home Order – We Remain Fully Operational
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.
March 23, 2020
Our Perspective on the Current Crisis
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.
March 18, 2020
A Message Regarding COVID-19
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.
March 13, 2020