A Research-Driven Approach to Investing

At Johnson Investment Counsel, our investment management strategy stands apart through our commitment to a research-driven, disciplined approach. Our in-house asset management group and dedicated research analysts collaborate with our wealth advisors to construct portfolios that align with your financial goals.

How We Manage Your Investments

  • Strategic Asset Allocation: Constructing diversified portfolios tailored to your risk tolerance and objectives.
  • In-House Asset Management: Providing customized investment strategies backed by deep research.
  • Ongoing Portfolio Monitoring: Continuously evaluating market trends to adapt and optimize your investments.
  • Risk Management Strategies: Balancing risk and return to preserve and grow wealth.
  • Tax-Efficient Investing: Implementing strategies to minimize tax liabilities and maximize after-tax returns.

A Tailored Investment Strategy for Every Client

We recognize that every investor’s needs are unique. Our team works closely with you to develop a personalized investment strategy that reflects your goals, time horizon, and market conditions.

  • Personalized Investment Plans: We build a diversified strategy based on your unique financial goals.
  • Holistic Approach: We incorporate all assets and income streams to construct portfolios that align with your overall financial plan.

Why Choose Us for Investment Management?

As a fee-only fiduciary, we are committed to providing transparent, unbiased advice. Our highly credentialed, experienced wealth advisers provide customized portfolio solutions without conflicts of interest, ensuring peace of mind for your financial future.

Benefits of Working with Johnson Investment Counsel

  • Transparency and Objectivity: As a fiduciary, our advice is always in your best interest.
  • Comprehensive Investment Strategy: From equities to private investments, we cover a broad range of asset classes to maximize returns.
  • Expert Analysis: Our research analysts continuously provide insights to refine your investment strategy.

Optimize Your Investments Today

Let’s build an investment strategy that works for you.

Schedule a Consultation Today