Our services

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.

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.

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.

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.

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

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

Our strategies emphasize high-quality, large capitalization equities built to provide 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 unique, tailored solutions.