Investment Counsel Instl - 1919 Investment Counsel

Investment counsel connects investment management, planning, and other key services, delivering integrated solutions that adapt as your organization's needs evolve.

Partners in Executing Your Mission

Even with a shared mission to strive for, creating an investment plan can be a challenge.

Foundations and endowments require a strategic and thoughtful partner to safeguard the assets they steward and the mission they believe in.

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Investment Management

Our core investment capabilities are rooted in the construction of actively managed portfolios that are customized to each client’s unique objectives. This includes selecting individual securities to build core equity and fixed income portfolios, which are supported by our in-house research.

Manager Selection

To complement our internally managed strategies, we engage best in-class outside managers who focus on sub-asset classes, such as small cap equities, international developed equities, emerging markets, private equity and credit, hedge funds, real estate, and commodities.

Responsible Investing

Many organizations choose to align their investment portfolios with their mission. Our Responsible Investing team can help tailor your portfolio to reflect your organization’s unique values.

Expertise Everywhere It Matters Most

Our collective experience allows us to translate complex investment and financial planning strategies into actionable plans that board members can buy into.

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IPS Review & Design

An Investment Policy Statement is the strategic roadmap for the governance of an organization’s investment portfolio(s). Our team would work directly with you to define your organization’s investment objectives.

Budgeting & Planning

Our team can provide advice on planned giving, long-range budgeting and planning, and fundraising strategies.

Turnkey Administration

Distribution of grants, coordination with accountants, review of Form 990 filings, and other administrative services support your team in fulfilling your organization's mission.