Our disciplined approach to asset management dates back to our beginnings and our founder, Tim Johnson. Our firm was founded from his desire to put his values into practice and merge proven portfolio management strategies with his genuine interest in helping people and institutions. Tim was dedicated to using his knowledge and skills to help organizations thrive and set them on a path for financial success. We still carry forth this mission today, providing customized solutions for institutions and endowments through Johnson Asset Management. Our highly-skilled Portfolio Managers are well-suited to advise corporate, public, and endowment/foundation clients.

Customized investment solutions for nonprofit organizations

Our firm’s expertise in wealth management naturally lends itself to institutional asset management. We apply our individualized approach to investing in order to develop customized solutions that meet each client’s unique investment needs. Our Portfolio Managers work closely with our clients to understand their requirements and challenges, then develop an appropriate investment plan. We do not sell products, but offer solutions designed to surpass expectations. From helping to develop investment policy statements to determining an appropriate amount of cash flow available from a portfolio to assist with operation costs and major project needs, our team’s expertise covers it all.

Management that goes beyond just assets

Given our rich history and deep expertise, our Asset Management team helps advise nonprofit and institutional clients beyond just assets and investments. We can help advise on proper board structure, development of a spending policy, assisting with proper documentation, and managing all in a sustainable way.

Our expertise helps guide boards of directors to make sure they have best practices in place. Our goal is to ensure the whole financial structure is working as it should, in an enduring way. This can be a very complex process, but our teams are well-equipped to handle and counsel through all of the nuances and details that come with managing endowments.

Committed to continuity

Working with institutions has been a significant part of our firm’s history. We understand the challenges of growing and maintaining assets to propel your organization forward. Johnson Asset Management was specifically formed to serve our institutional clients. Our high employee retention rate means our deeply knowledgeable Portfolio Managers provide continuity even as board members come and go, and ensures the long-term implementation of your organization’s tailored investment plan. Discover more about Johnson Asset Management here.

Living our passion for helping others

Service is a crucial part of our company culture at Johnson Investment Counsel. Rooted in Tim’s belief of using his knowledge to help guide others, our firm continues his commitment to community service, both financially and professionally. From company-wide volunteer efforts, to the many boards and committees our employees serve on, to the establishment of our Johnson Charitable Gift Fund, we live our value of serving others every day.

Explore our institutional investment services

  • Investment Policy Consultation

    One of the cornerstones of our long-term success is our ability to partner with organizations to thoroughly understand their investment goals and objectives. We help craft and refine Investment Policy Statements to properly reflect the needs of the organization.

  • Fixed Income Asset Management

    As a fixed income manager, our Quality-Yield investment approach to building portfolios combined with our extensive experience and continuity of our investment team, has continued to result in success for our clients.

  • Equity Asset Management

    Our strategies emphasize high-quality, predictable cash flow securities at appropriate valuations. All of our equity strategies are built to provide exceptional risk-adjusted results.

  • Asset Allocation

    We work closely with you to ensure a disciplined approach to strategic and tactical allocation within the context of risk management.

  • Customized Solutions

    By developing a partnership with our clients, we are often in a position to offer unique, tailored solutions.

Your Journey

Trusted financial guidance for every stage of life

Discover our services
Our Team

Driven by a genuine heart to serve

Our mission to “deliver peace of mind through trusted counsel, exemplary service, and a genuine heart to serve” has guided our clients through challenges, whether personal, economic, or market-related. Our team of experienced, compassionate professionals always works in your best interest.